Step 1
Download the template provided by:
Going to Project Hub -> + Project -> Import Project
Select the last option "Spreadsheet" Upload
Step 2
Open the csv file and fill in the information according to the following definitions:
Project_name - the internal name of the project (e.g. 555 Market St. Apartment Remodel)
Customer_name - the name of the customer (e.g. John's Candy Shop)
Worksite Address - (1 Main Street, San Francisco, CA)
Step 3
Upload the completed csv file to Workyard
The unique identifier for a project is the "Project Name". If you import the project file again, we will deduplicate based on the Project Name.