If you want to transfer the tasks that you previously worked with in another service to your Uspacy Space then simply import the data from the file.

To start the import, go to the tasks page, click on the gear and select Import from file.

Next, upload the file from your personal computer.

Pay attention to the import recommendations.

You can also use a template.

The settings and preview page will open. Here you can set import parameters and map fields from the file to fields at Uspacy tasks.

First pay attention to: Encoding, Delimiter and Field mapping type.

Next, select whether the first row will contain headers. If you uncheck the box, it will look like the screenshot below.

☝🏻If the first row of the file does not contain headers, then it will be imported. A task will be created as a result of the import.

And if you leave a check mark, the headers will be highlighted. The first row of the file will not be involved in import.

Also specify whether to skip empty columns. If you uncheck the box, then on the preview page you will see an empty column that is in your file.

If you leave a check mark, the column will not be displayed.

You can return to the previous settings at any time using the reset button.

For a successful import, you need to map the fields from the file to the fields at the Uspacy tasks. The system does this automatically. But it maps some fields according to the required values at once.

And others - to the value Do not import. For them, you need to manually specify the fields into which the information from the rows of the file will be transferred.

At any time before the import starts, you can delete all mappings by clicking on the special button.

But you must confirm your actions. The system will also inform you that all fields will need to be mapped manually after the reset. That is, you will not be able to return to the previous settings, as well as to start the import.

As a result of the reset, all columns from the file will be transferred to the Unmapped fields section. Fields that could not be mapped for technical reasons may also be displayed here.

To continue and correctly import tasks, you must have the Status and Priority columns in the file and map them to the fields of the same name at Uspacy.

Also, at least one mapped field is required to start import. Otherwise, the system will not be able to start data import.

Data from fields left unmapped will not be migrated. Remember about this when starting the import. But the system will allow you to go back and map the fields so that you don't accidentally lose important data.

When everything is ready, you can move on ⬇️

In this step, you need to map the statuses and priorities to the statuses and priorities file at the Uspacy tasks.

The first is the Status tab. Check if the mapping is correct. If the names match, everything will be replaced automatically. It will work if the names of the statuses from the file and at the Uspacy tasks are identical.

Of course, everything can be changed manually if necessary.

When the statuses are mapped, the same should be done in the Priorities tab. If the names match, everything will be replaced automatically. It will work if the priority names from the file and at the Uspacy tasks are identical.

You can also change the priorities manually.

When you have to map a user type field, for example, it could be the Task creator, Person responsible, Participants, Observers, then map the users from the file to the users at Uspacy before starting the import. To do this, switch to the appropriate tab.

If the names and surnames are the same, then they will be mapped at once. If not, you will have to do it manually.

When it is ready, go to the next step.

After configuring the import parameters, the required field mappings, statuses, and priorities, you can start the process of transferring tasks data from the file to Uspacy. To do this, click the Start import button.

Now just wait for the import to finish to start working on your tasks at Uspacy.

❗️ Do not close the page

If the import is successful, you will see the corresponding page 🚀

Now everything is ready! Tasks have been imported to your Space, you can start working on them.

If you have additional questions or you need to contact the support, send a request to this email [email protected]