What changes do I need to make to the excel file before importing it in Project Plan 365 app?
1 Answers
Before importing your Excel file in our application please make the following changes:
1. Create any customized fields before starting the import process.
2. Make sure the customized fields are of the same data type as the fields that will be imported from Excel. I.e.: Text into Text, Date into Date.
3. When possible, create the customized field names to match the names in the Excel file. Optional but helpful.
