Import & Export

Moving project data from one tool to another can feel like a nightmare. Hours of manual entry, mismatched columns, broken timelines… It’s not fun.

This is where Orangescrum Imports makes things easy!

With Imports, you can bring everything over — Milestones, Sprints, Epics, Features, Stories, Tasks, Subtasks, Estimations, Due Dates, Timelogs, Project Plans, Templates, Budgets, Test Cases, and more — without typing it all in again. Just upload a file, and Orangescrum does the heavy lifting for you.

Sounds good? Let’s walk through it.

Why Use Orangescrum Imports?

Think about it:

  • You don’t need manual typing, which saves hours of boring data entry.
  • Onboarding is easy, so you can get started quickly with ready projects.
  • Bulk upload lets you move thousands of tasks in just minutes.
  • The process ensures accuracy by reducing human errors with a clean, pre-formatted template.
  • Your project data stays consistent and neatly aligned with Orangescrum’s structure.
  • You get flexibility to migrate from spreadsheets, tools, or even databases.
  • The system scales with you, whether you’re importing one project or an entire portfolio.
  • Data consistency is maintained, keeping all your historical records intact.
  • You save costs by reducing manual effort, errors, and rework.
  • Time-saving imports let you focus on execution instead of setup.
  • The process is future-proof since you can re-use templates whenever you want.

Whether you’re switching from another project management tool, moving away from messy spreadsheets, or setting up a brand-new workspace, Imports makes the process smooth.

What can you import to Orangescrum?

  1. Tasks
  2. Timelogs
  3. Customers
  4. Epics
  5. Test cases
  6. Task templates

Import Tasks

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Import tasks in Orangescrum

  •  Click on Import & Export.

Click on Import and Export

🔎 This is where you can both download the import template and upload your project data later.

  • Click Download the sample file.

Click download the sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).

Complete the sample file with your project information. The file includes the following columns:

  • Project
  • Sprint
  • Task#
  • Parent
  • Title
  • Description
  • Start Date
  • Due Date
  • Status
  • Type
  • Assigned To
  • Priority
  • Created By
  • Estimated Hours
  • Label
  • Start Time
  • End Time
  • Break Time
  • Is Billable
  • Project Start Date
  • Project End Date

Sample file

Make sure your data matches the format provided in the sample file to avoid errors during import.


💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Import file

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

view imported data

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Timelogs

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Access project settings

  • Click on Import & Export.

Click on import and export

  • Click on the tab Import Time Log

Import timelog

  • Click Download the sample file.

 

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload timelog

 

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Confirm Import

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Customers

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Import customers

  • Click on Import & Export.

Import and Export customers

  • Click on the tab Import Customers

Import customers

  • Click Download the sample file.

Download the CSV file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Upload customers

Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload document

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Review imports

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import EPICs

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Access EPIC settings

  • Click on Import & Export.

Import & Export file

  • Click on the tab Import Epics

Import EPICs

  • Click Download the sample file.

Download sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Sample file

  • Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Import and export documents

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Map imports

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Test Cases

  • Login to your Orangescrum account.
  • From the left-side menu, and navigate to Test Management.

Import test cases

  • From the dropdown click on Import Test Cases.
  • Next click on Download the sample file.

Download sample test case file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Test case management

  • Make sure your data matches the format provided in the sample file to avoid errors during import.
  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Orangescrum test case sample file

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize

Confirm and import

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Project Templates?

  • Login to your Orangescrum account.
  • From the left-side menu, and navigate to Projects.
  • From the top tabs click on Project Template.

Project template

  • Navigate to ‘+Template’ on the top right.
  • Give a ‘Project Template’ name and a ‘Description’ → Click on Save & Continue

Add templates

  • On the top right corner click on Import Task

Project template save and continue

  • Next click on Download the sample file.

Download the sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.
  • Make sure your data matches the format provided in the sample file to avoid errors during import.

Upload project document

  • Return to the New Template page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload document

  • In the next page click on Save

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Other Ways to Import Data

Sometimes a file upload isn’t enough. That’s why Orangescrum also supports:

  • API Import → Connect external tools directly. Perfect for automation.
  • Database-to-Database Import → If you’re migrating from a legacy system, we can help map and transfer your data directly between databases.
  • Third-Party Integrations → Use Zapier or other connectors to automatically sync data.
  • Custom Migration Services → Our team can help if your setup is complex.

No matter how your data is structured, we’ve got a way to bring it in.

FAQs about Orangescrum Import

Q1. What type of data can I import into Orangescrum?

You can import milestones, sprints, epics, stories, tasks, subtasks, timelogs,  budgets, project plans, templates, and even test cases.

Q2. Do I always need to use the sample file?

Yes. The sample file ensures your data follows Orangescrum’s format, preventing errors during import.

Q3. Can I import directly from Excel or Google Sheets?

Yes. Just fill the sample file using Excel or Google Sheets, save it, and upload.

Q4. Is there a data limit for import?

You can import large volumes of tasks and projects. For enterprise-scale imports, we recommend API or DB-to-DB migration.

Q5. Can I undo an import if I make a mistake?

Yes. You can delete imported projects or tasks and re-upload them correctly.

Q6. How do I import from another project management tool?

Export data from your old tool into CSV/Excel → Match it with Orangescrum’s sample file → Upload. For complex systems, use API or database migration.

Q7. Can I automate imports?

Yes. Using Orangescrum’s API or integrations like Zapier, you can automate imports and sync data regularly.

Q8. Will my task hierarchy (parent/child) be maintained?

Yes. The “Parent” column in the template ensures subtasks are linked correctly.

Q9. What happens if my file has errors?

Orangescrum will validate your file and point out issues before import, so you can fix them.

Q10. Can Orangescrum help with custom migrations?

Absolutely. If you’re moving from a legacy system or have unique requirements, our team can help with DB-to-DB imports or custom scripts.