Regular and external users on paid accounts can import XLS files.
⏱ 5 min read
Import tasks, folders, and projects from XLS files into Wrike.
Check out our Help Center page to learn how to export XLS files: Export Data to Excel.
The information from your XLS file is now available in Wrike!
In order for you to be able to import data from Excel into Wrike, the XLS file must be formatted correctly. There are two ways to get a correctly formatted XLS file:
Remember to add a key number for each new row. It has to be unique, but there is no specific order required 2
Directly from within your XLS file you can:
Please remember, each row should have a unique number in the “Key” column.
Note! Currently only Business and Enterprise accounts created after 4/15/2019 have Custom Workflows for projects.
In a new row, click the cell in the corresponding “Title” column, type the parent folder’s name (with slashes before and after the name), followed by the title of your subfolder. For example: /folder name/subfolder name. 2
Adding a task in Excel is easy: just enter the task’s title in the “Title” column. Then use the other columns to enter any additional information you would like to specify about the task 3. If you would like to create your task within a folder: first create the folder (per steps above), then add the task in a row immediately beneath the folder's row.
Add start and end dates for the tasks using the slash symbol as a separator (for example: 23/10/2019) . The duration is calculated automatically, based on start and end dates. The end date is calculated automatically when you add the start date and duration. If the start and end dates are in place and you manually add the duration, which is more than the automatically calculated duration, the end date will be shifted after the import and will be adjusted to fit the duration.
Enter the task’s title in the “Title” column. Add a date in the "End Date" column, but leave the "Start Date" column empty. Then use the other columns to enter any additional information pertaining to the task.
To include a task in several folders, begin by adding your task to one folder. Then, to include the task in an additional folder, simply copy the entire row with the task information (including the key number) and paste it beneath another folder. 1
Add data as you normally would for a task and then add the parent task's name in the "Parent Task" column. The parent task must appear in the file before the subtask. 2
If you would like to create a subtask of the subtask, the entire task path has to be specified in the “Parent task” column.
Note! In order to perform XLS import, the parent task and subtask cannot have the same name. There should be at least one symbol of difference.
Add your description in the “Description” field. Data entered there is added to the description section of the task in Wrike. 3
Add a status to a task by typing one of the default statuses in a task’s “Status” column 1. For accounts created before 12/20/2016 the default statuses are: active, completed, deferred and cancelled. For accounts created after 12/20/2016 the default statuses are new, in progress, on hold, completed and cancelled.
Business and Enterprise users have the option to add a Custom Status to a task. First, go to the task row where you would like to add the custom status, type in the custom workflow’s name in the “Workflow” column 2 and then type the desired status in the “Custom Status” column 3. If the Custom status or workflow cannot be found upon import, then a status from the default workflow will be applied.
A dependency between two tasks can be created by using the “Depends On” column 1. Go to the row of the task for which you would like to add a dependency and, in the “Depends On” column, enter the key number of the task 2 on which the current task will be dependent. In the same cell (without any spaces) add one of our dependency codes 3. For example, your “Depends On” cell might look like this: 5FS. If you want to add several dependencies, separate them using a comma and space (for example: 22SS, 32FS). Lastly, add start and end dates for the task in the appropriate columns (or only an end date if the task is a milestone).
Accepted dependency codes:
* The dependency type is not applicable to Milestone tasks
Please note, upon import to Wrike, dependent tasks are automatically rescheduled to start as early as possible without breaking the dependencies. However, you can delay some dependent tasks by specifying their preferred start dates in the start date constraints column. Dependencies do not affect dates of milestones and if the dependency that includes a milestone causes a conflict, it will be highlighted in red on the Gantt Chart after the import.