It is often easier to import data in bulk into WeTrack rather than creating projects, tasks and any other items manually within the system. Admin users can import data by clicking on their avatar in the bottom left-hand corner of any WeTrack page, and navigating to Settings > Imports & Exports > Import Manager.
Here, you select your Import Type – for example, Tasks. You can either download an import template to list your tasks in Excel, or upload a completed import template. There are full instructions here for which information you can or must list in the sheet.
Once you have completed an import template, return to this page to upload the file. The system will then validate the data and inform you if there are any errors. Once your file is ready to be imported, you will be informed how many items will be added by the import, and asked to click ‘Start Import’ to proceed.
Then – Success! Your import has been sent for processing. The new data will appear in the system within 15 minutes and you will receive an email confirmation once it is there.
That is the basic workflow for importing data into WeTrack. We recommend checking out the following individual articles on importing certain data types:
Importing your whole project plan into WeTrack: follow this guide for the steps to take if you are starting from scratch in creating users, departments, projects, tasks and more in WeTrack. And please get in touch - we'd be very happy to help you with this large piece of work.
Importing projects: follow this guide for the steps to take to import new projects into WeTrack.
Importing task groups: follow this guide for the steps to take to import new task groups into WeTrack.
Importing tasks: follow this guide for the steps to take to import new tasks into WeTrack. You should only do this once you have already created all of your projects, task groups, users and departments in WeTrack.
Importing sub-tasks: follow this guide for the steps to take to import new sub-tasks into WeTrack. You can now do this at the same time as you import tasks.
Importing risks and actions: follow this guide for the steps to take to import new risks, issues, opportunities and actions into WeTrack.
Importing users: follow this guide for the steps to take to import new users into WeTrack.
Importing departments: follow this guide for the steps to take to import new departments into WeTrack.
You can also bulk-edit data in WeTrack through the Import Manager. Explore our article here for more detail on how to do this.