The Import Projects from File feature in Havelock allows you to easily create multiple projects at once using a template Excel file. This is a convenient way to bulk import projects with predefined data.
Where to access this feature
You can import projects from a file in the following locations:
From the Projects page, using the three-dot menu (⋯) above the table.
From the Projects tab inside a Goal.
Adding projects from a file
Step 1: Download the template
⚠️ Important: Only the template downloaded from the platform guarantees correct project creation. Do not rename the file, sheet name, or column headers — otherwise, the system won’t read the content properly.
Step 2: Fill out the template
Fill in the template with the necessary information. All required fields are marked with an asterisk (*).
Required fields:
Project name* – Name of the project
Start date* – Project start date
Deadline* – Project deadline
Type* – Type of project
Optional fields:
Description – Project description
Use template – Name of an existing project template
ℹ️ All projects will be created with shared access, and you will be listed as the owner of each.
Behavior when using a template:
If the column Use template contains the name of an existing project template:
The template’s values override all other fields in the row.
This ensures full consistency with the template’s configuration.
Step 3: Upload the completed file
Once the template is filled out, upload it using the Upload File button.
Only one file can be uploaded at a time.
The system will display a loading indicator while processing the file.
If an error occurs:
If even a single row contains missing or invalid values, the upload will be rejected. You’ll see the following message:
Title: Errors Found in Data
Message: Some cells in the table contain invalid or missing information.
Please correct them and re-upload the file to proceed with creating the projects.
Excel file format and behavior
Column | Required | Behavior |
Project name | Yes | Free text |
Start date | Yes | Must be today or a future date. Format: DD.MM.YYYY (e.g. 30.05.2025). Any deviation may cause upload failure. |
Deadline | Yes | Must be today or a future date. Format: DD.MM.YYYY (e.g. 30.05.2025). Any deviation may cause upload failure. |
Type | Yes | Must match exactly how it appears in Havelock |
Description | No | Free text |
Use template | No | Enter the name of an existing template to overwrite all fields |
🗒️ Type and Use template columns do not contain dropdowns – manually enter the exact values from your account.
Tips for successful upload
Always download the latest version of the template from the platform. Do not reuse old templates.
The project type (column Type) must exactly match the value defined in the system:
Admin Panel > Projects > Project Types
The template name (column Use template) must also be entered exactly:
Admin Panel > Projects > Project Templates
If even one row has an error, the entire upload will be blocked.
If you need assistance or encounter difficulties, please contact our support team.