Import & Export Data

To facilitate work Teamhood allows you to import and export data from your workspaces.

You can choose to do so in specific boards or board rows. You can also specify which type of files you want to export.

How to start the import?

When importing data from other sources, you can choose two levels of import: Board or Row. Then click the context menu “…” on the desired import target board or row and choose import.

Importing work data – items

Teamhood allows you to import items from Excel (.csv), MS Project (.xml) and Primavera. Primavera is widely used in construction and engineering for large, complex schedules — importing it lets you carry an existing plan into Teamhood instead of rebuilding the project structure by hand.

To initiate the import, choose the option you like and add the file from your device. Then, match the fields on your file to the ones on your task board and press Import when you are done. All of the items will be added and you can continue working.

By default Teamhood detects common data field patterns and tries to auto-map the majority of the fields, we recommend double-checking the map before continuing with the import.

Keep item structure when importing

You may want to keep the structure with the import for those working with parent and child items in your Excel file.

To do that, you will need to create 2 additional fields in your file – Item ID and Parent ID.

Then you should assign all of your items an Item ID and later use it to indicate which child items belong to which parent item. Simply put the Item ID of the parent item into the Parent ID column for the child items.

Editing .csv before import

If your .csv file has different delimiters than your regional settings, most likely your file will look “broken” when you open it with Excel or Google Sheets. To fix it, you need to choose data formatting and continue with the formatting wizard until your .csv file looks like a proper sheet.

Then, during the import match the Item ID with the Id field and the Parent ID with the Parent field.

Using this approach, you can ensure the imported items keep the same parent/child structure as in your Excel file.

Export Items

Teamhood allows you to Export items in two formats – Excel (.csv) and PDF (.pdf).

To initiate the export, choose your preferred format. The Excel option will download right away and the PDF option will give you an additional option of what you want to see.

With PDF you can choose to export either Gantt or List view. Moreover, you will be able to filter the data and choose more specifically what to include in the export. The filters include:

• Users
• Task creators
• Tags
• Empty rows
• Completed items
• Child items
• Sum child values

When exporting a Gantt chart to PDF, you get further control over how the plan is drawn. You can choose whether to include:

• weekends
• time off
• the today marker
• the grand total

Item titles can also be printed directly on the Gantt bars, which makes exported plans much easier to read when you share them with clients or authorities.

Merging Data with Existing Items

Imports do not have to create new items every time. During import you can use the Merge by option to match incoming rows against items that already exist, based on properties you select.

Anything that matches is updated rather than duplicated, which keeps your boards accurate when you regularly pull data in from an external system.

💡 If you move data in and out of Teamhood on a schedule, it is usually worth automating it instead — see the Open API and Automations.