Excel Import
The Excel import feature allows you to create multiple requests efficiently using a standardized template format.
Preparing Your Excel File
Download Template
Access the Excel template from the import dialog or your organization’s template library.
Fill Required Columns
Complete these essential columns:
- Title (required)
- Description (required)
- Category (required)
- Priority (optional, defaults to Medium)
- Assignee (optional)
- Due Date (optional)
Validate Data
Ensure all required fields are completed and data formats are correct (especially dates and assignee names).
Save and Upload
Save your Excel file and use the upload function in the import dialog.
Excel Template Structure
| Column | Required | Format | Example |
|---|---|---|---|
| Title | Yes | Text | Revenue - Sales Cut-off Testing |
| Description | Yes | Text | Test sales transactions around year-end |
| Category | Yes | Dropdown Value | Revenue & Sales |
| Priority | Optional | Urgent/High/Medium/Low | High |
| Assignee | Optional | User Email | russell+client@goagentive.com |
| Due Date | Optional | YYYY-MM-DD | 2024-09-10 |
Import Process
File Size Limit: Excel imports support files up to 50MB with a maximum of 1,000 requests per import.
Select Import Option
Choose “Import from Excel” from the request creation options.
Upload File
Click “Choose File” and select your prepared Excel template.
Map Columns
Review the column mapping to ensure data will import correctly. The system will attempt to auto-map columns based on header names.
Preview Import
Review the import preview showing how your data will appear as requests.
Confirm Import
Click “Import Requests” to create all requests from your Excel file.
Review Results
Check the import summary for any errors or warnings that need attention.
Data Validation: Invalid data (such as unrecognized assignee names or incorrect date formats) will prevent import. Review all validation errors before retrying.
Common Import Issues
Excel import problems and solutions:
- Invalid Date Format: Use YYYY-MM-DD format for all date fields
- Unrecognized Assignee: Verify email addresses match system users exactly
- Missing Required Fields: Ensure Title, Description, and Category are completed
- File Too Large: Split large imports into smaller batches (max 1,000 requests)
- Column Mapping Issues: Check that Excel headers match expected field names
Best Practices
- Use the Template: Always start with the official Excel template to ensure proper formatting
- Validate Data: Double-check all entries before importing, especially dates and email addresses
- Test Small Batches: For large imports, test with a few rows first to verify formatting
- Backup Data: Keep a copy of your Excel file in case you need to make corrections and re-import
- Review After Import: Check all imported requests to ensure they were created correctly