How do I import tasks?

To duplicate the steps in this article, you will need a trial, Professional or Business ProsperWorks account.

 

At this time, you cannot import tasks into ProsperWorks. If you would like this, please make a feature request here

 

There are two work arounds to import tasks: Using a tool we created, or using Zapier.

 

A. Importing Task tool

Follow the instructions in this doc:

https://docs.google.com/document/d/1KgiYfrI4IzqCiDhaaIGHRSITu8QwaB_CGKEXmqa4JdI/edit?usp=sharing

 

B. Zapier

**if you choose this option, you will have to relate the imported tasks manually into the app**

 

Start a free Zapier trial:

https://prosperworks.zendesk.com/hc/en-us/articles/115000333246-How-do-I-connect-my-account-to-Zapier-

 

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

 

 

 

 

 

 

 

 

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