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Import Tickets into Touchplan using the Touchplan Excel Format
Import Tickets into Touchplan using the Touchplan Excel Format

Import into Touchplan using a Touchplan Template Excel file

Sarah Cusack avatar
Written by Sarah Cusack
Updated over 2 months ago

To Import Tickets into Touchplan:

Step 1: In Touchplan, download the blank Touchplan format file

  • Note: Touchplan allows for a maximum of 4,000 rows of data to be imported at one time

Step 2: In Touchplan, add the Data Source to a project

  • Note: this only needs to be done one time for each project

Step 3: In Touchplan, move the Active Line in the desired plan out to the end date of the ticket import

Step 4: In Touchplan, import the Touchplan Template .xslx file following the steps below

Determine the data source and define the parameters of the import

Check for any errors or warnings within the file

Choose an insertion point for the new tickets in the plan

Update matching tickets

Note: you will only be prompted to go through Step 4 if there are multiple tickets with the same External Schedule ID.

Add Variance Reasons to Completed Tickets

Note: you will only be prompted to go through Step 5 if a ticket from Step 4 was pinned in Touchplan.

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