To duplicate the steps in this article, you will need a trial, Professional or Business ProsperWorks account.
At this time, the only way to import tasks is to integrate with Zapier, a third party tool and Google sheets. If you are interested in ProsperWorks making it possible to import tasks, please submit a feature request here. To learn more about what automation you can create between Google Sheets and ProsperWorks, visit their website.
Click on the link below to start with a Zap template, or if you prefer, we have included the necessary setup steps below to walk you through the process.
How to create tasks in ProsperWorks using Google Sheets and Zapier
Start a free Zapier trial:
Then, create a Google sheet and copy/paste your tasks that you want to import there.
Create a column called "Update" and pass "Yes" into it like below:
Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page.
Log into Zapier and make a Zap
Search for Google sheets
Select updated spreadsheet row
Connect your Google account
Select the Google spreadsheet that has the tasks in it, it refers to the right tab where the data is and select the column "Update"
Test this step and click Fetch and continue
Click "view your spreadsheet row"
Make sure all the data is entered correctly
Hit Continue and create a new action
Search for ProsperWorks
Select Create a task and select continue
Connect your ProsperWorks account
In the Name area, Select and select the name from the spreadsheet
Pass the values into the template so it looks like this. Any custom fields you created for tasks will also show up here. Here you can see I have created the custom field Time Zone.
Hit continue and test this step
Make sure the data is correct
Hit Create and Continue
If you are successful, click view your task
and find the ID for the newly created task
And find the task in ProsperWorks by name and verify it is the right task by ID
Check that all the data is there