How to import a board (CSV file)

This article shows how to import a board (kanban board) from another project tool using boards, such as Trello or Jira. To learn about importing a regular non-board project with task lists, such as Excel, Microsoft Project, or most other task-list tools, go the the how to import a project CSV file article.

You can import your board file to either a project or a recipe.

The importing project cannot have multiple phases (slices). It can only import a no-slice project. If your project has multiple slices and you want to import just the board part, then just make sure you remove the task rows from the other slices.

Format. You must first need to structure the CSV file column names to map exactly to the required format explained below. If importing from Excel, please convert the file first to a CSV saved format.

Permissions. Any user who has "Project Creator" or "Workspace Admin" permission for that workspace can import a project file..

How-to Video

How to import a board

1. Obtain your exported project board CSV file from from another tool. Or if you're working with an Excel file, first save it as a CSV file.
2. Change the first row header labels to map to the Pie Board CSV column names as shown below. If your imported file is not using one of the Pie columns, then you can ignore it.
3. Remove extra columns that are not needed.
4. Every row must have the board column name and the task name.
5. Before you import the file, check to ensure the assigned people names in the CSV file are names already in your workspace. If they don't map, then the import will exclude those names.
6. Once your CSV file is ready and saved on your computer, go to the Project List page or Recipe List page. Click the kabab button to the right of the create project (or create recipe) button and select "Import board CSV file..."
7.  Find the file on your local machine and import.
8. When done, it will give you a results popup. If there are any missing issue comments, you can download that report as a text file to your desktop and check it out.
9. Open your project and check the structure. Some export project tools may have the board orders in random order, so you may need to drag the board columns to their preferred order location. 
10. That's it. Again, please watch the video above for details.

Pie Board CSV Column Names Mapping

The following are the exact label names you will need to define for mapping columns in your CSV file.
Note: If your importing CSV has multiple slices or phases, this import will not work. This feature is to import only a CSV project file with no slices or phases.

• Board column
• Task name
• Member name
• Task start date
• Task due date
• Task progress
• Task color tag
• Task text tag
• Task description

How Pie Translates Imported Percent Complete

Some project tools have detailed percent complete, such as 34% or 82%. We believe this is overkill, so Pie reduces this noise making it simpler with 10% (In Progress), 25%, 75%, 75%, and 100% (Done). Therefore, our import algorithm will translate numbers in between these percentages to the nearest Pie standard based on the following:

• 1% to 20% will translate to 10% in Pie (In Progress)
• 21% to 40% will translate to 25% in Pie
• 41% to 60% will translate to 50% in Pie
• 61% to 99% will translate to 75% in Pie
• 100% translates to 100% in Pie (Done)