Import CSV & XER to V4 (Tasks Only) – Hoylu

To import CSV and XER files into v4 Workspaces, you must import to a v3 Workspace first and then migrate the Workspace to v4, as laid out in Migrate from V3 to V4 article. Please make sure to read the caution note at the bottom of this article.

The CSV and XER import process remains the same as how it is in their respective guides below, the only difference being that they will come in as Hoylu Tasks only and will still need to be synced with the Project. To import them as baseline Activities, review this article instead: XER Import V4 Guide

Import

Create a new Project Workspace for the import
Click on the down arrow next to the Workspace Title
Open the Control Center (or use F1 or fn+F1 on your keyboard) and switch the Workspace back to V3 and close the Control Center
Follow either the CSV or XER import guides above, depending on what type of file you have
- If you have an Excel spreadsheet, please make sure you convert it to a CSV first
Curate the Workspace, removing any Tasks or Milestones you do not want and setting up your Swimlanes in the format you wish
- If you want to have a visual distinction between your imported Tasks and natively-created Tasks, create and add an "Imported" label to all the Tasks
Click on the down arrow next to the Workspace Title
Open the Control Center and switch the Workspace to V4 and close the Control Centers
Click on the down arrow next to the Workspace Title again
Click on Sync local data with project...
The imported Tasks can now be added to your other Workspaces
- Review this article to see how to do this: Import a Plan

🚧 Caution: Retain this Workspace and title it properly in case you wish to reimport updated files so Hoylu recognizes the Import ID, updates it, and then syncs it to the corresponding Task in v4. Do not create a new Workspace and import an updated version of the same file; you will create duplicate Tasks in v4.

If you have any questions, please reach out to Support@Hoylu.com