Choosing what to import and matching columns
The three steps between the upload and the run: what to bring in, which column names the items, and where each file column goes.
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Steps two to four decide what actually comes across: which types of records to import, where the items land, which column names them, and which board column each file column feeds.
Configure: What to Bring In#
Five switches decide what is read from the file.
| Switch | What It Brings In |
|---|---|
| Items | The rows themselves. |
| Subitems | The nested rows underneath them. |
| Updates | The conversation posted on each item. |
| Time tracking | Recorded time sessions. |
| Files | Downloads each linked attachment into its item. Off by default and the slowest part of an import. |
Where the Items Land#
The same step includes an "Add items to" choice with three options:
- Groups from the file: The groups named in the file are created on the board as needed.
- Existing group: Everything goes into one group you select. This option is disabled when the board has no groups yet.
- New group: Everything goes into a single group created for this import.
The Name Column#
The Name step asks which column contains the item names. The values in the selected column become the item names in the board's first column. Choose the column that a person would actually use to distinguish one row from another.
Matching Columns#
The Map columns step lists every column found in the file. For each column, you can map it to an existing board column, create a new board column, or skip it.
"Unmapped columns:" sets the board wide default for columns you don't configure manually: "Don't import" or "Create new column".
Four filter chips narrow the table while you work: All, Mapped, "Will create", and Skipping. Each chip shows its own count.
Subitem columns have a separate table below the main table, and time tracking has its own section. The three sets are mapped separately rather than combined into one list.