Importing Ticket Data via CSV (New Registration)

You can register multiple tickets at once using a CSV file.

How to Import

1. In the sidebar menu, click [Tickets] > [List].
2. Click the three-dot menu (...) icon next to [New Registration] in the top-right corner, and select [CSV Import].
3. In the [Import from CSV] modal that appears, click the [Download Sample ] button to get the required format.
4. Drag and drop your edited CSV file (following the input rules*) into the [Drag and drop file here] area and click [Execute Import] button.
5. Click [Yes] on the [Start Import] modal that appears.
6. A notification will be sent to the bell icon in the header once the import process is complete.

Input Rules*

Hover your cursor over the Information icon on the [Import from CSV] modal to review the CSV input rules.

Your WBS Configuration CSV file must include the following information:

• Required Items: You must enter WBS No, Title, Classification, and Status.

• WBS Classification: Enter one of the following: Milestone, Phase, Deliverable, or Task.

• Status: Enter one of the following: Not Started, In Progress, or Completed.

• Priority: Enter one of the following: Urgent, High, Medium, or Low.

• Dates: Enter dates in YYYY/MM/DD format.

• Assignee / Watcher: Enter the email address.

• Related Items / Preceding Tasks: Enter the corresponding WBS No.

• Details Field: This field supports HTML. Use <br> to insert a line break.

• Multiple Values: For Watchers, Related Items, and Preceding Tasks, separate multiple values using a pipe ( | ).

Sample