You can import Projects into Inspire Planner either using the Inspire Planner Project Import Wizard or using Salesforce Data Loader.
The Project Import Wizard is a simpler method for importing Projects. However, there are limitations to what you can import for Projects and Project Tasks. If you would like to import data outside of what the Project Import Wizard supports, we recommend using Salesforce Data Loader instead. For more information on importing Projects using Salesforce Data Loader, please see Data Import Guide.
The Inspire Planner Project Import Wizard will let you import the following data:
The first step is to prepare your Import file. The import file needs to be in .CSV format and needs to follow the attached template (see attached Template called "Inspire Planner - Project Import Template" at the bottom of this help article). There is a second file called "Inspire Planner - Project Import Template - Definitions" that provides additional details on how the template should be populated.
This section will walk you through how to import your .CSV file using the Inspire Planner Project Import Wizard.