You can import Projects, Requests, and Users directly into Cognota! Using any .csv, .tsv, .xls, .xlsx, .xml, or .txt file, you can easily load in content and users from your previous management and ticketing tools. This way, you can quickly set up your team and projects, and start using Cognota’s features and insights.
When importing your Projects, Requests, or Users you'll first be instructed to upload a .csv, .tsv, .xls, .xlsx, .xml, or .txt file.
Next, you'll be guided through matching up the various data points to ensure that the data uploaded matches the correct fields.
Finally, you'll be able to review and complete your import to have it successfully uploaded to the platform.
We've also created this handy Project Import Template that you can use to get started! Download it here: https://2229219.fs1.hubspotusercontent-na1.net/hubfs/2229219/Project%20Import%20Template.xlsx
If you would like any additional guidance, feel free to reach out via Live Chat or email us at firstname.lastname@example.org and we'll be more than happy to help!