---
title: Excel Import Guide for Projects
description: The Excel import functionality can be used to quickly and seamlessly upload a large number of project metadata to RocketDocs, using a csv file. Import Steps:…
---
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# Excel Import Guide for Projects
## The Excel import functionality can be used to quickly and seamlessly upload a large number of project metadata to RocketDocs, using a csv file.
### Import Steps:
1\. Navigate to Projects on the left side navigation panel.
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2\. Download your custom import template using the Export Template icon above the projects grid.
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3\. Do not add, remove, reorder, or rename columns.
4\. All header names are case sensitive and attribute values are not case sensitive. Required fields will be indicated by an **\*** in the template. Conditionally required fields will not be indicated by an **\*** in the template.
5\. Please note that, if the exact project with associated meta data already exists in the database, or a duplicate line exists in the file, you will receive an error for the duplicate line.
6\. You will receive an email letting you know that the file was imported successfully or notifying you of any import errors that will need to be fixed and reimported.
---
### **📋Field Instructions:**
- Title\*– a free form field that contains the name of your project.
- Type\* – project type (workflow) name should be filled in, in the import file, as it appears in the database. The project type value is not case sensitive.
- Project Lead\* – value should appear in the form of an email address. The email address should be filled in exactly in the import file as it exists in RocketDocs, though it does not have to be case sensitive. The email address provided should be for an active RocketDocs user.
- Status\* - accepted values are draft, published and archived. The project status name is not case sensitive.
- Assigned To – can be left blank for published projects and must be filled in with user email address for draft projects. The email address should be filled in exactly in the import file as it exists in RocketDocs, though it does not have to be case sensitive. The email address provided should be for an active RocketDocs user.
- Client\* – a free form field that contains the name of the client or prospect to which the questionnaire pertains.
- Last Published Date - fill in a date in the following format mm/dd/yyyy or dd/mm/yyyy, depending on the selected preference in your user profile. This value is required for published projects and should be left blank for all other projects.
- Due - fill in a date in the following format mm/dd/yyyy or dd/mm/yyyy, depending on the selected preference in your user profile. This value is required for projects imported as drafts.
- Created Date - if left blank value will default to import date. If you would like to import a different date, fill in a date in the following format mm/dd/yyyy or dd/mm/yyyy, depending on the selected preference in your user profile. Date cannot be a future date.
- Last Modified Date - if left blank value will default to import date. If you would like to import a different date, fill in a date in the following format mm/dd/yyyy or dd/mm/yyyy, depending on the selected preference in your user profile. Date cannot be a future date.
- Review Cycle – Values can be none, monthly, quarterly, semiannual, annual, or biannual. Values are not case sensitive.
- Expiration Date - fill in a date in the following format mm/dd/yyyy or dd/mm/yyyy, depending on the selected preference in your user profile, if applicable. This field is not mandatory.
- Custom Attributes – values must appear in the file exactly as they do in the database, though they do not need to be case sensitive.
- Contact list values can be uploaded using users' email addresses. Each user must be part of the group selected as pick list values for the field in project settings.
- Multi-Select field values should be separated by a semi-colon and a space between values.
- Dates should appear in the following format mm/dd/yyyy or dd/mm/yyyy, depending on your selected preference in your user profile.
- Calculation attribute values are not importable at this time.
---
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