How to Import Custom Items from Excel in Project Insight

Custom Items in Project Insight can be imported from Excel, making it easy to load large amounts of information without manually creating records one at a time. Common use cases include importing risk registers, change requests, inspection records, audit logs, asset inventories, and other custom forms created by your organization.

Before importing Custom Items, create and save a report for the Custom Item type you want to import. The report determines which fields are available and helps ensure your Excel columns match the fields in Project Insight.

What is a Custom Item?

A Custom Item is a user-defined form that allows organizations to capture information beyond standard projects and tasks.

Custom Items can be used for:

• Risk registers
• Change requests
• Action logs
• Inspection records
• Audit records
• Asset tracking
• Safety forms
• Any other organization-specific process

To learn more about creating Custom Items, see: Add Custom Item

Before You Begin

Before importing Custom Items, create a saved report for the Custom Item type you want to import.

The report should contain the fields that will be mapped to the columns in your Excel file.

Step 1: Save the Report

Save a report for the Custom Item you want to import.

1. Navigate to the Reports Home page.
2. Scroll to the Custom Items section.
3. Select the Custom Item type you want to import.
4. Add the columns (fields) you want to import.
5. Save the report.

The fields included in the report should correspond to the columns in your Excel file.

Step 2: Open the Import Tool

Now that your report is saved, you can import 1 or as many Custom Items as you need!

1. Run the saved report.
2. Select Import in the upper-right corner of the report.

Step 3: Prepare Your Excel File

Create or update an Excel file containing the Custom Item records you want to import.

For best results:

• Use column headers that match the report fields.
• Include all required fields.
• Verify data formats before importing.
• Review sample records for accuracy.

Step 4: Upload the Excel File

1. Select the Excel file.
2. Upload the file.
3. Review the field mappings.
4. Complete the import.

Project Insight will create the Custom Item records using the information provided in the spreadsheet.Get your Excel file ready to match the columns with the columns on the report

Frequently Asked Questions

Can I import multiple Custom Items at the same time?

Yes. A single Excel file can contain multiple Custom Item records for import.

Do my Excel columns need to match the report fields?

Yes. The report fields should align with the columns in your spreadsheet to ensure data is imported correctly.

What can Custom Items be used for?

Custom Items can be configured for virtually any organization-specific process, including risk management, change management, inspections, audits, action logs, and asset tracking.

Can I update existing Custom Items using an import?

Import behavior depends on the data being imported and how the records are mapped. Review your import configuration before completing the import.