Introduction to Imports and Exports

The import/export feature allows you to make mass changes to the data in your system. It has three main functions: 

• Bulk import new data: Download the import template file, add your information, and import. You are able to import:
  • Areas
  • Departments
  • Department Categories
  • Employees (internal users)
  • Events
  • Incidents
  • Incident Categories
  • Jobs
  • Job Categories
  • Projects
  • Risks, Issues, Opportunities, and Risk Actions
  • Tasks and Sub-tasks
  • Task Groups
  • Template Risks
  • Zones
• Export existing data and re-import to bulk update it: Export existing data formatted in the import template file, update data, and re-import. You are able to export:
  • Departments
  • Department Categories
  • Employees (internal users)
  • Incidents
  • Incident Categories
  • Jobs
  • Job Categories
  • Projects
  • Risks, Issues, Opportunities, and Risk Actions
  • Tasks
  • Template Risks
• Clone existing information: Combine the two processes above to apply existing metadata to new or existing data, such as the RAG Status or due dates for a large number of tasks or projects. Export existing data, then apply select information to new data or other existing data.

These are found in Settings > Imports & Exports. See these articles for instructions:

• Import Data into WeTrack
• Bulk Update Data with Exports and Imports