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If there are column headers in the Excel file this information will be used to match field names from the import file to field names in the Project Plan file.

Select if the imported file has column headers.

Select if the data will be directed towards Tasks or Resources.

Select if you want Saturday and Sunday to be working days (Weekend days are working option).

If you select “Append the data to the active project” the imported data will be placed at the end of the currently opened file.

If you select “As a New Project” a new file will be opened using default option settings and default blank project file.

Select if the import will be bringing the data in a new file or append to the existing open file.

If you chose to import a XML file, then the file will be automatically opened in Project Plan 365 so you can start to edit your project right away.

This wizard will guide you through the steps you need to make in order to import your data.

If you chose to import an Excel file, then an import wizard will appear.In the Open dialog which appears you can either select Excel Workbook (.xlsx) or XML Format (.xml) depending on the format you have exported from Smartsheet. In Project Plan 365, click File – Import.ģ. Step by step on how to import a project from Smartsheet:ġ. If you choose XML the file will be automatically opened. If you choose Excel, the Import Wizard will appear. To import a project created on Smartsheet click File - Import - Import from Smartsheet. How do I import a project from Smartsheet? After the import is completed you can insert imported columns into any table to view the imported data. Why can't I see all the columns imported from Smartsheet file?ĭuring the import process, data might have been imported to columns that are not being shown on the currently viewed table. Smartsheet is a spreadsheet-based tool for simpler project management.

You can do this by using the Import from Smartsheet functionality. If you started your project in Smartsheet but need to manage more complex schedules, resource sharing, and tracking, you’re probably ready to move your data into Project Plan 365.