Help Category: Orangescrum Cloud

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.

•  Click on Import & Export.

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

• 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

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.

📂 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.

📂 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.

• Click on Import & Export.

• Click on the tab Import Time Log

• 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.

 

📂 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.

📂 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.

• Click on Import & Export.

• Click on the tab Import Customers

• 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.

📂 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.

📂 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.

• Click on Import & Export.

• Click on the tab Import Epics

• 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.

📂 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.

📂 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.

• From the dropdown click on Import Test Cases.
• Next click on 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.
• Return to the Import & Export page.
• Click the Upload icon, then select your completed file.
• Click Continue.

📂 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

📂 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.

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

• On the top right corner click on Import Task

• Next click on 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.

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

• 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.

The OneDrive Integration in Orangescrum Cloud allows teams to securely connect their Microsoft OneDrive account and manage project files directly within Orangescrum.

It enhances document collaboration, improves accessibility, and keeps your team’s resources organized in one central place — helping you move projects forward efficiently.

Connect Orangescrum with OneDrive to create, store, and share project files without switching between platforms.

Key Benefits

✅ Centralized File Management: Access all project-related files in one place — no more searching across folders or emails.
✅ Real-Time Collaboration: Share files and collaborate instantly with your team through OneDrive.
✅ Secure Cloud Storage: All documents remain protected under Microsoft’s enterprise-grade cloud security.
✅ Improved Productivity: Streamline workflows by linking files directly to projects, tasks, and discussions in Orangescrum.
✅ Automatic Sync: Any updates made in OneDrive reflect instantly within your Orangescrum workspace.

How to Connect OneDrive to Orangescrum

1. Go to Settings → Integrations → OneDrive.
2. Click the Connect Orangescrum + OneDrive button.
3. Sign in with your Microsoft Account (personal, business, or enterprise).
4. Grant Orangescrum the necessary permissions to access your OneDrive files.
5. Once connected, you can attach, upload, or view files from OneDrive directly within tasks or projects.

After successful connection, your workspace will be linked with your OneDrive account for all future file operations.

What You Can Do with the Integration

Action	Description
Attach Files	Link files from OneDrive to Orangescrum tasks, projects, or discussions.
Upload Documents	Upload project files directly into your OneDrive account through Orangescrum.
View Files	Access and preview documents instantly from within the platform.
Collaborate in Real Time	Edit shared files in OneDrive, and change sync automatically for all users.
Organize Resources	Maintain version control and track updates easily.

Example Use Case

You’re managing a construction project in Orangescrum.

Instead of emailing blueprints or schedules, simply upload them to OneDrive and attach them to your Orangescrum project.

Your team can open, edit, and review files directly — ensuring everyone has the latest version without confusion or duplication.

Managing the Integration

• Disconnect OneDrive: You can unlink the integration anytime to stop file synchronization.
• Switch Account: Reconnect using a different Microsoft account if your organization structure changes.
• Check Permissions: Ensure you’re logged into the correct Microsoft account with access rights to shared folders.

Security & Compliance

Orangescrum follows Microsoft’s secure OAuth protocol for authentication. Your files remain within OneDrive — Orangescrum only accesses them through authorized APIs. No documents are stored directly in Orangescrum servers.

Troubleshooting

If your OneDrive connection fails or files don’t appear:

• Confirm your Microsoft credentials are valid.
• Ensure you’ve granted Orangescrum access permissions.
• Try logging out and reconnecting the account.
• Check if OneDrive’s sharing settings restrict external app access.

For persistent issues, contact Orangescrum Support for assistance.

With OneDrive Integration, Orangescrum becomes your unified workspace — bringing together project management, file sharing, and collaboration under one secure roof.

The Zapier Connect Integration in Orangescrum Cloud lets you automate repetitive tasks by connecting Orangescrum with your favorite tools like Gmail, Google Sheets, Slack, Trello, HubSpot, Asana, or Microsoft Teams — all without writing a single line of code.

Using triggers and actions, Zapier helps you streamline workflows.

For example:

• When a new task is created in Orangescrum, it can automatically be added to Google Sheets.
• When a project is created, a notification can be sent to Slack.
• When a new user joins your Orangescrum workspace, they can be automatically added to your CRM or HR app.

Think of Zapier as your personal automation assistant — linking Orangescrum to the rest of your business ecosystem.

Key Benefits

✅ Save Time: Automate routine updates like task creation, project assignments, and user onboarding.
✅ Boost Accuracy: Reduce manual entry errors by syncing data automatically between platforms.
✅ Connect Everything: Integrate with 5,000+ tools, including CRM, HR, finance, and communication apps.
✅ Focus on Work: Let Zapier handle admin updates so your team can focus on what matters most.

How to Set Up Zapier Connect

1. Go to Settings → Integrations → Zapier Connect.
2. Click Generate to create your unique API Key.
3. Copy the key and paste it into your Zapier Orangescrum integration setup when prompted.
4. Click Connect — your Orangescrum workspace will now be authorized to work with Zapier.
5. Create your first “Zap” by choosing a Trigger (from Orangescrum) and an Action (in another app).

Example: “When a new task is created in Orangescrum (Trigger), add a row to Google Sheets (Action).”

Common Use Cases

Here are some popular workflow automations (Zaps) you can create:

Automation	Trigger	Action
Track tasks in Google Sheets	New task in Orangescrum	Create row in Google Sheets
Notify team on Slack	New project in Orangescrum	Send Slack message
Add contacts to CRM	New user in Orangescrum	Add contact in HubSpot / Salesforce
Create Trello cards automatically	Task created	Add card in Trello
Save reports automatically	New timesheet entry	Add record in Google Drive / Airtable

With Zapier Connect, Orangescrum becomes the central hub of your workflow — seamlessly linking project management with every tool your business runs on.

The Single Sign-On (SSO) integration in Orangescrum Cloud enables users to securely access their workspace using existing organizational credentials.

It eliminates the need to remember multiple usernames and passwords, streamlining access while enhancing security for teams and enterprises.

With SSO, you can log in once through your company identity provider and instantly access Orangescrum — no separate password required.

Why enable SSO?

✅ Simplified Access: One secure login for all your applications.
✅ Enterprise-Grade Security: Centralized authentication and compliance with your company’s identity policies.
✅ Time-Saving: No need to reset forgotten passwords or manage separate credentials.
✅ Access Control: Admins can manage user access centrally via your identity provider (IdP).

How to Enable SSO in Orangescrum

1. Navigate to Settings → Integrations → Single Sign-On (SSO).
2. Click Enable SSO (if not already active).
3. Choose your identity provider (e.g., Google Workspace, Microsoft Azure AD, Okta, or other SAML-supported IdPs).
4. Follow the setup prompts to authenticate and authorize your workspace.
5. Once enabled, all authorized users can log in using their company SSO credentials.

After successful setup, your page will show “Single Sign On (SSO) is Enabled” with options to Edit or Remove the configuration.

Managing Your SSO Integration

• Edit: Update configuration details, change IdP settings, or reauthenticate.
• Remove: Disable SSO and revert to standard Orangescrum email/password login.

If you remove SSO, users will need to log in with their original Orangescrum credentials.

Supported Identity Providers

Provider	Authentication Type
Google Workspace	OAuth 2.0
Microsoft Azure AD	SAML / OAuth
Okta	SAML 2.0
OneLogin	SAML 2.0
Custom SAML IdP	SAML Configuration

Benefits of SSO for Organizations

✅ Centralized User Management: Control who can access Orangescrum via your company directory.
✅ Enhanced Compliance: Meet enterprise-grade security standards (SOC 2, ISO 27001, etc.).
✅ Reduced IT Overhead: Minimize password resets and helpdesk tickets.
✅ Faster Onboarding: Add or remove users instantly through your existing identity management system.

Summary

Feature	Description
Single Login	Access Orangescrum using existing company credentials.
Secure Authentication	SAML/OAuth support for leading IdPs.
User Control	Centralized management of user access.
Edit/Remove Options	Easily update or disable SSO anytime.

With Orangescrum SSO, you get enterprise-grade security, faster access, and complete control — all in one seamless login experience.

The GitHub Integration in Orangescrum Cloud bridges your project tasks and your development workflow.

By connecting your GitHub repository, you can link commits, pull requests, and code updates directly with Orangescrum tasks — giving your team complete visibility from code to completion.

No more switching between tools. Manage project progress, issues, and commits all in one place.

Key Benefits

✅ Automatic Tracking: Sync GitHub commits and pull requests to corresponding Orangescrum tasks.
✅ Improved Collaboration: Let non-developers see project progress without accessing GitHub.
✅ Traceability: Know exactly which code changes relate to which task or bug.
✅ Productivity Boost: Developers can close tasks via commit messages using task IDs.

How to Set Up GitHub Integration

1. Go to Settings → Integrations → GitHub.
2. Click on Add Sync to begin setup.
3. Authorize Orangescrum to access your GitHub account.
4. Select the repository you want to connect to.
5. Configure your sync preferences (e.g., push updates, pull requests, or commit linking).
6. Save your configuration — your GitHub data will now begin syncing automatically.

Using the Integration

Once integrated:

• Each commit or pull request referencing a task ID (e.g., #123) will automatically link to that task in Orangescrum.
• The task’s activity stream will display the associated GitHub updates.
• Team members can review code history, status, and contributors without leaving Orangescrum.

You can disconnect or modify your sync settings anytime by returning to this GitHub integration page and selecting “Edit” or “Remove Sync.”

Best Practices

• Use consistent task IDs in your commit messages (e.g., “Fix validation bug #205”).
• Assign proper access rights — only authorized users should connect repositories.
• Sync only relevant repositories to avoid unnecessary clutter.

Troubleshooting

If commits aren’t syncing:

• Verify that your GitHub repository is linked to the correct workspace.
• Ensure task IDs exist and are referenced properly in commit messages.
• Reauthorize GitHub if tokens have expired.

Summary

Feature	Description
Sync Repositories	Connect multiple GitHub repositories with Orangescrum projects.
Commit Linking	Automatically link code commits to Orangescrum tasks.
Pull Request Tracking	View pull requests and merges in task history.
Activity Visibility	Get real-time updates on code progress within Orangescrum.

With GitHub Integration, Orangescrum becomes your all-in-one development dashboard — connecting planning, execution, and delivery in one synchronized flow.

The Integrations module in Orangescrum Cloud empowers teams to unify their work ecosystem by connecting with popular third-party tools.

It bridges project management, communication, development, and storage platforms — allowing you to automate actions, share updates, and manage everything from one central workspace.

Integrations make Orangescrum the hub of your daily operations — where every app speaks the same language of productivity.

Why Use Integrations

Integrations help you:

✅ Eliminate repetitive manual updates.
✅ Keep all team members in sync across apps.
✅ Maintain real-time visibility on project progress.
✅ Automate task creation, status updates, and notifications.
✅ Simplify sign-ins and boost collaboration.

Available Integrations

Integration	Description
GitHub	Connect your GitHub repositories to Orangescrum. Automatically link commits, pull requests, and code updates with specific tasks or projects for streamlined development tracking.
Single Sign-On (SSO)	Simplify login management by enabling secure single-sign-on access for all team members using your company credentials.
Slack Connect	Stay updated in real time — receive task notifications, mentions, and project alerts directly in your Slack channels without switching tabs.
Google Calendar	Sync project milestones, task due dates, and timesheets with your Google Calendar to stay on top of deadlines and meetings.
Zapier Connect	Automate workflows by linking Orangescrum with over 5,000 apps on Zapier — from CRM tools to marketing automation platforms.
OneDrive	Attach, share, and manage your files securely by integrating OneDrive with Orangescrum for centralized document collaboration.

How to Access Integrations

1. Go to Settings → Integrations.
2. Choose the app you want to connect (e.g., Slack, GitHub, or Google Calendar).
3. Click the Connect button and authorize your account.
4. Follow the on-screen prompts to configure permissions and settings.

Once connected, data automatically syncs between Orangescrum and the integrated tool.

Benefits

✅ Centralized Collaboration: Bring code, files, and communication into one place.
✅ Enhanced Productivity: Reduce app-switching and manual effort.
✅ Better Visibility: Link tools so updates reflect instantly across systems.
✅ Secure & Scalable: Every integration follows enterprise-grade authentication and permissions.

With Orangescrum Integrations, you can turn your workspace into a connected productivity powerhouse — bridging communication, code, and collaboration effortlessly.