This section of the Help Center provides detailed guidance on using the Excel Import (Tools > Import) functionality to efficiently manage and update various PSAobjects. You will find articles describing the available import fields for objects such as Business Units, Clients, Groups, Phases, Portfolios, Programs, Projects, Sites, Skills, Skill Associations, Tasks, Teams, Titles, Users, and Work Types. Additionally, guidance on importing User Defined Fields (UDF) associated with several PSA objects is included to help you accurately complete the Excel Import Template (.xlsx) and streamline your data import process.
The Excel Import Template (.xlsx) contains predefined tabs that allow you to specify the properties of the items or objects you wish to import. The article Importing items/objects using Excel walks you through key steps including accessing the Excel Import page, downloading the template, entering the required details, and importing the data into the system.
To help monitor and troubleshoot import and export operations, the Import Logs list page provides detailed information about the processing of these activities. You can filter the logs to view information related to various integrations, including All, Salesforce CRM, Internal Proposals, Microsoft Teams Integration, Import from Credit Card, and Advanced UDFs.
For further details refer to: