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CSV/Excel Import with Template

The most straightforward way to import projects is to use the GlidePath Import Template and fill in your task data.

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Feature Spec Reference

Module 1.7 — Import from Excel/CSV

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Downloading the Template

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Template Location

  1. Open Import dialog (File → Import or Import button)
  2. Select CSV/Excel format tab
  3. Click “Download Template” button (visible in the dialog)
  4. File glide-import-template.csv downloads to your computer

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What’s in the Template

The template (glide-import-template.csv) has columns for:
  • WBS (optional — auto-generated if empty)
  • Task Name (required)
  • Duration (in working days)
  • Start (MM/DD/YYYY or YYYY-MM-DD)
  • Finish (MM/DD/YYYY or YYYY-MM-DD, optional — can be calculated from Start + Duration)
  • Predecessors (WBS-based: “2.1FS”, “3.0FS+2d”)
  • Resources (comma-separated names)
  • Budget (dollar amount)
  • Actual Cost (dollar amount)
  • Notes (free text)
  • Phase (free text category)
  • Milestone (Y / N / Yes / No / True / False / 1 / 0)
  • Priority (Low / Medium / High)
  • Status (Not Started / In Progress / Complete / On Hold)
  • Spread Type (Linear / Front-Loaded / Back-Loaded / Bell / Lot)

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Filling in the Template

  1. Open the template in Excel or Google Sheets
  2. Add your tasks (one per row)
  3. Fill in required columns: Task Name, Duration
  4. Fill in optional columns as applicable
  5. Save as .xlsx or .csv
  6. Import using Import dialog

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Example Data

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Column Mapping

After uploading the file, GlidePath attempts to auto-map columns:
  • If your columns match template names exactly, mapping is automatic
  • If not, you manually map each column using dropdowns

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Manual Mapping

If auto-map fails:
  1. In the Column Mapping step, select the correct GlidePath field for each source column
  2. Preview the first 5–10 rows
  3. Click OK to confirm mapping

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Screenshot

Import Dialog with Template Import dialog showing CSV/Excel tab with template download link and column mapping interface.

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Validation

GlidePath validates your data during import:
  • Required fields: Task Name, Duration (error if missing)
  • Date format: Validates date format matches your locale
  • Numeric fields: Duration must be a number
  • WBS: Auto-generates if empty

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Import Results

After importing, you see:
  • Import Results Dialog with task count, warnings, errors
  • Example: “Successfully imported 45 tasks. 3 warnings: rows 12, 18, 25 have missing start dates.”
  • Gantt Chart updates with new tasks

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Next Steps