Data Import and Export

You can use the Data Import and Export function to initially populate your account with relevant information, import information from your legacy project management tool, and to perform recurring updates.

The high-level steps to import data are:

1. Download template from EnterpriseTrack for the object you want to import.
2. Format and enter data into the template.
3. Upload the template.
4. Validate the data.
5. Import the data.

In This Section

Downloading Data Import Templates

Modifying Metadata for File Upload

Importing Data

Common Validation Errors

Unlocking a Data Import Process

Exporting Data

Downloading Data Integration Templates

Populate Resource Commitment Cache