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Import a schedule from a CSV file

Use the Schedule Import Wizard to upload a CSV file, map its columns, and create a new project schedule.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Schedule Import Wizard​

Open the Schedule Import Wizard for your project so you can start importing a new schedule from a CSV file.

Open the Schedule Import Wizard

Step 2: Upload your schedule CSV file​

Use the "Upload schedule file" control to select your CSV file; once uploaded, the wizard will analyse it and show how many columns and rows were detected.

Upload your schedule CSV file

Step 3: Review the detected data summary​

Check the summary of detected data (such as "4 columns · 2 rows detected") to confirm the file contents look correct before moving on.

Review the detected data summary

Step 4: Proceed to column mapping​

Select the "Next" button to move from the upload screen to the mapping step, where you will align CSV columns with schedule fields.

Proceed to column mapping

Step 5: Map CSV columns to schedule fields​

For each required schedule field, choose the matching column from your CSV so that references, titles, due dates, and companies are imported correctly.

Map CSV columns to schedule fields

Step 6: Confirm and start the import​

Review your mapping choices and confirm the import; the system will process the file and create a new schedule for the selected project.

Confirm and start the import

Step 7: Review success notification​

After the import completes, check the on-screen success message and toast notification to confirm the schedule was created and the expected number of items were imported.

Review success notification

Step 8: Handle any import errors​

If an error occurs, review the error toast, adjust your CSV or mapping, and re-run the wizard until the schedule imports successfully.

Handle any import errors

Last updated: 2026-07-30