> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glidepathcpm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV/Excel Import with Template

> Using the import template for Excel and CSV projects

# 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.

## Feature Spec Reference

**Module 1.7 — Import from Excel/CSV**

## Downloading the Template

### 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 `GlidePath-Import-Template.xlsx` downloads to your computer

### What's in the Template

The template has columns for:

* **Task Name** (required)
* **Activity ID** (optional, for linking to external systems)
* **WBS** (optional, GlidePath auto-generates if empty)
* **Duration** (in days, required)
* **Start Date** (MM/DD/YYYY format)
* **Finish Date** (MM/DD/YYYY format, optional—can be calculated from Start + Duration)
* **Progress %** (0–100)
* **Constraint Type** (ASAP, ALAP, SNLT, etc.)
* **Constraint Date** (if constraint requires a date)
* **Notes** (free text)
* **Resource Names** (comma-separated list)

## 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

### Example Data

| Task Name     | Duration | Start Date | Constraint Type | Notes                     |
| ------------- | -------- | ---------- | --------------- | ------------------------- |
| Design Phase  | 10       | 1/2/2026   | ASAP            | Preliminary design review |
| Permit Review | 5        | 1/13/2026  | SNLT            | Must complete by 1/20     |
| Site Prep     | 7        | 1/20/2026  | ASAP            | Clear and grade site      |

## 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

### 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

## Screenshot

<img src="https://mintlify.s3.us-west-1.amazonaws.com/glide-path/assets/screenshots/07-02-import-dialog-csvexcel-tab.png" alt="Import Dialog with Template" />

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

## 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

## 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

***

## Next Steps

* [Exporting Projects](/import-export/05-exporting-projects)
* [Importing Overview](/import-export/01-importing-overview)