Help & Support » Guides » Settings & Configuration Guide » Import Data » Import Data From CSV » Import Project Templates from CSV File
Import Project Templates from CSV File

When you set-up a project in Accelo, you can define a project plan which consists of one or more project milestones. An admin user can make a default pick-list of milestones by configuring the milestone templates. However, to save you time, you could import a file which lists your basic milestones.

  1. If you already have a spreadsheet containing the list of project services you provide, then this is a great start. 

  2. You could edit your spreadsheet to match our template, or simply use our template by copying in your services and filling in all the columns (though it is OK if you leave some of the fields/columns blank).

  3. Please note that milestone templates no longer support sub-milestones. The import process does handle this (using the > symbol in front of the title to denote a child) but will convert the milestone templates into a project template instead.

  4. You must also save your file in a CSV (comma-separated values) format.

  5. When you're ready, open the admin screen by clicking your Username Admin or finding Configuration on your module menu, then select Import Milestone Templates from the Projects section:

Accelo Milestone

Browse for your milestones CSV and then click Save. Your Milestone Templates list should now be updated!

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