How to Import Tasks into Lists automatically

To import tasks into task lists, you have to do the import in two steps.

First you import your task list names into the Upvise Tasks app by going to Edit Lists in your web account, and clicking on the Import link.

This is how your CSV file should look like to import the list names:
id, name
“Personal”, “Personal”
“Administrative”, “Administrative”

Note that the id field can be any string, as long as it is unique within the list of names. So you can use the name of the list as an id.

The second step is to import your tasks. The listid is the id that you used when importing the list names. So this is an example how your CSV should look like:
name, listid
“Finish gardening”, “Personal”
“File Income tax return”, “Administrative”

Note that you don’t need to specify the id of a task, as our server automatically creates a unique one for each task. You also don’t need to specify all the fields that are in the export, they will be automatically set to the default value if not present.

Your tasks will be imported and automatically mapped with the previously imported lists.


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