[Transcript]
0:00 - 0:37
The highly anticipated import functionality is now live. Members with admin access can go into their admin settings in the bottom left-hand corner and click into the import navigation on the left-hand side. In the top right, we'll go ahead and click on add import. On this first drop-down, we'll decide what data we want to import. So you have the option to import task scope members, projects, phases and work categories, time entries, and work plans.
0:37 - 1:08
For today's example, we'll go ahead and just import some members. We'll click on upload. Here you're able to select the file from your computer, so we'll go ahead and click browse files. Here you'll want to select the top left corner of where your table begins, so normally it's usually going to be A1. You'll see all of the columns highlight here in purple, and we can go ahead and click continue.
1:08 - 1:33
The green check mark in the bottom right-hand corner of each column is letting us know that there are no errors to look at here. In the top right, we'll go ahead and click continue. We have one more chance to confirm all of your data looks accurate.
1:33 - 1:58
Once you're ready, you can go ahead and click submit, and submit data. It'll confirm how many rows were uploaded, how many rows were skipped, as well as the rows in the file. We can go ahead and click done, or we can upload another file. Back on the import logs home page, I can go through and see draft Imports.
1:58 - 2:22
I can see any import still processing, and I can see all imports that have been completed. So if I scroll down here, I can see that my import has been completed with two members added into my Mosaic account. You can also filter this down and see a specific timeframe by clicking onto all dates and clicking on custom.
2:22 - 2:57
Then you also can filter down so if you want to see only data import activity for work plans, you can click data type. Clicking onto data type, you can click on work plans. And now if I go to completed or drafting, I can see all of the activity just for work plans here. As for the two members that I imported into Mosaic, I can go ahead and click into members and see Andrew and Anthony both have been added to my Mosaic account.
[End]