You can import Projects,Tasks and Users from custom CSV or Excel files. The importing function is located in the "settings" menu on the top.

When you import the file data, make sure you select the correct field separation values and date format. If you make a mistake, you will be able to return to the first step of the import and make the corrections.

Below is a very simple example of a list of Tasks to be imported:

5pm will try to detect the type of data in your columns using the data format and the header names (if present). Adding the column headers helps 5pm to detect the fields types. Below are listed the reserved names for all the possible fields that can be imported:

When the "Type" column is missing, 5pm assumes that Tasks are being imported.

Do not worry getting the data totally right at the first try. At the second step of the import, 5pm will give you the possibility to re-map your fields to the correct values.

At the next step you will see the info about the data that is going to be imported, and also any field errors. You can always go to the previous steps and correct the data in the file or re-map the fields.

Only after you confirm the import the data will actually be imported into 5pm. That final step is irreversible!