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Zahara's Approva - Here to help

Help Categories

Importing Projects

You can import your projects in exactly the same way you can import other assets. 

  • Click on Import Projects
  • Download our template
  • Populate our template
  • Import the saved CSV file back in

 

 

 
1

How it works

From the Projects menu, click the “Import Projects” button. 

Now download the import template. Open this spreadsheet. Copy and paste your data into this template. Make sure the date formats match. 

Now click back into the Import screen, and tick that the template has a Header row 

Now click Upload. 

You should see all of your imported project in the list view. All imported projects will be enabled. You can click into each one to fine tune any settings.