Import client/project list?
Dan O'Brien
via web
Is there planned a way to populate the list of clients and projects by uploading from a CSV or other file?
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via web
Is there planned a way to populate the list of clients and projects by uploading from a CSV or other file?
Comments are currently closed for this discussion. You can start a new one.
Support Staff 2 Posted by George Morris on 03 Nov, 2009 04:29 PM
No there is not.
Out of curiosity how many clients / projects do you need to import?
3 Posted by Dan O'Brien on 04 Nov, 2009 04:36 PM
The client talked about opening about 300 projects per year.
This particular client has many small projects with a relatively few number of requests (probably less than 10) he'll manage per project. As he's put it, most of the request tracking systems will "let you build a space shuttle, twice," and aren't designed to accommodate this scenario.
He's found that many cloud-based (or locally-installable) request tracking systems are lacking in the area of importing data. This would be a significant differentiator if it were to become available.
Dan
Support Staff 4 Posted by Bruce Clark on 05 Nov, 2009 09:03 PM
We can build an import for clients / projects but Stacks was designed for internal team communication & collaboration not so much for clients to log into. Do you see the import as a one-time setup or something you'd continually use over-and-over?
5 Posted by Dan O'Brien on 05 Nov, 2009 09:27 PM
Clients would not be logging in to Stacks -- it would be for internal use only.
*My* client (the Stacks user) currently has a list of 100-300 projects that they would need to populate into Stacks. Rather than doing data entry, they'd prefer to import a CSV file.
Dan
11/05/2009 16:03
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From: bruce.clark
Subject: Import client/project list?
We can build an import for clients / projects but Stacks was designed for internal team communication & collaboration not so much for clients to log into. Do you see the import as a one-time setup or something you'd continually use over-and-over?
View this Discussion online: http://help.usestacks.com/discussions/problems/8-import-clientproject-list
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Support Staff 6 Posted by George Morris on 06 Nov, 2009 06:25 PM
Hello Dan
We're going to add this feature request!
Thanks for your input.
George
George Morris closed this discussion on 06 Nov, 2009 06:25 PM.