ProgressionLIVE - Support et documentation

To import or export data in Excel format, click the "Import/Export" button.

The import/export window will open.

The "Import Templates" tab (Excel) contains file structure templates that must be used when importing.

Import

Select entity type (task, product, client, etc.) and the file to be imported, filled in beforehand with the template provided by ProgressionLIVE.

 
It is important to check "Update existing items" to avoid duplicates when importing.

Then click "Start import".

Export

Also select entity and file types, then click "Start export".