How to access the import tool and format your file for successful import?
To learn about accessing and the basic guidelines about importing you can visit this article. You can read the best practices on how to use the tool as well as deal with the most common problems and warnings encountered when importing.
How to create new cards/initiatives via import?
In order to learn about creating cards and initiatives without historical data you can visit this article, where the basics of importing vast amounts of cards are explained and how to control where the cards are imported on the board.
How to update and move existing cards or initiatives via import?
In order to update existing cards or initiatives on your board, you would need to format your spreadsheet file by specifying a column header with parameters, according to which cards can be recognized and updated with the values from your file. This article can teach you more about this.
How to link cards via import?
If you want to create any type of card links via the import tool, this article will help you figure out the different parameters that you need for each type of link. You can link newly created cards to newly created cards. You can link existing cards to existing cards. You can link new cards to existing cards.
How to create new cards with historical metrics data via import?
In order to learn about creating cards and initiatives with historical data you can visit this article, where the basics of importing cards, either from a different system or a previous Кanban solution will be outlined. These historical data points will help when using the Analytics tool to track productivity.
How to export and import data using the "Businessmap for Sheets" add-on?
In order to learn about how to utilize our Add-on for Google Sheets named "Businessmap for Sheets,'' you can check out this article. It will outline how one can use it for: exporting board data (both cards and initiatives), updating board data (both cards and initiatives), creating new cards and initiatives in Businessmap.
Tips for performing a successful data migration (export->import)
In this article, you will find instructions on how to migrate from the most common solutions that you currently have in place to Businessmap. This will help with tracking productivity, with the data gathered previously, either from a different system or a previous Кanban solution. These historical data points will help when using the Analytics tool to track said productivity.
How to export data from Businessmap?
In this article, you will find different solutions to common customer needs that require exporting, such as exporting searches to make reports or to show external shareholders and export custom widget information.