Plan Import and Bulk Edit from CSV files

  • Updated

Overview

The Plan Import feature allows users to create or update multiple plans in bulk by uploading a comma separated values (CSV) file. This type of file can easily be created using Excel. A guided import wizard, available from any of your plans areas, helps users download existing plan data as a template, validate their changes, and apply updates efficiently.

How the Import/Bulk Edit Process Works

Step 1: Open the Import Wizard

  • Navigate to your respective plans area. 
  • Select Import to launch the Plan Import wizard. The Plans Import form will appear. 
Plans Import Icon.png

Step 2: Download Existing Data (Optional but Recommended)

  • Download a CSV containing your existing plans.
  • Use this file as a template to ensure correct column names, formatting, and field types.
  • Open this file in Excel and make changes.
  • To create new plans, add new rows and leave the Plan ID empty.

Step 3: Update and Upload Your CSV

  • Ensure Plan Name and Plan Type are populated for each row.
  • Upload the updated CSV file using the wizard.

Step 4: Review Validation Results

The wizard validates the uploaded file and highlights any issues, including:

  • Missing or invalid Plan Name or Plan Type.
  • Invalid field values or incorrect data types.
  • Resource names that do not exist in OnePlan.

You can either:

  • Upload a corrected CSV file, or
  • Proceed with only the valid rows and skip invalid ones.

Step 5: Import and Review Summary

  • The system creates new plans or updates existing plans for each valid row.
  • A summary page displays how many plans were:
    • Created
    • Updated
    • Failed
    • Skipped
  • You can choose to start another import from the wizard.

Supported Field Types

Not all field types can be supported due to the process of editing complex types (like image) or data formatting.

The following field types are supported:

  • Date
  • Number
  • Currency
  • Yes/No
  • Choice
  • Multi Choice
  • User

Unsupported Field Types

The following field types are not supported:

  • Text
  • Rich text 
  • Lookup
  • Multi Lookup
  • Hyperlink
  • Image

The Plans Import Form

When you open the ellipsis menu in your plans area, and select Import, the Plans Import form will appear. 

The form contains two primary sections:

  1. Download Existing Data - With the option to include existing plan data. 
  2. Upload your Updated File - Apply your changes.
Plans Import Form.png

 

Download Existing Data

Include Plan Types

The Include Plan Types dropdown determines which plan types will be included in the CSV file (should the Include Existing Data checkbox be checked).

The available plan types depend on the plan area you are currently viewing.

Note: This selection only affects the plans included in the downloaded CSV file. It does not restrict which plan types can be uploaded during the import process. 

Include Fields

The Include Fields dropdown displays fields that meet both of the following criteria:

  • The field is not marked as Read Only in the OnePlan Configuration page.
  • The field type is supported (see Supported Field Types). 

If no fields are selected, all available plan fields will be included in the downloaded CSV. 

Note: If a field is marked as Read-Only due to a business rule, it can still be modified using the Plans Import Process. 

Include Existing Data

The Include Existing Data option is enabled by default.

When enabled, the downloaded CSV will include the current plan data stored in OnePlan. 

If this option is disabled, the CSV will include only the column headers, allowing you to create new plans, or update only select plans without exporting existing data. 

Download Plans CSV

After configuring the Include Plan Types, Include Fields, and Include Existing Data options, click Download Plans CSV to generate and download the CSV file. You can open this file in Excel or another spreadsheet application to review the data, make updates, or add new plans. 

Once your changes are complete, save the file as a CSV and upload it through the Plans Import Wizard to apply the update.  

Uploading the CSV

To upload your updated file, select Select CSV and choose the CSV file you want to import. 

Once the file has been selected, click Upload CSV File to upload the file and begin the validation process. The system will review the contents of the file to ensure the data is correctly formatted. 

Note: There is a limitation of 500 plans that can be uploaded at a time. 

Required Columns

At minimum, the following columns must be included in your CSV file:

  • Plan ID
  • Name
  • Plan Type

Creating New Plans

To create new plans through the import:

  • The Name and Plan Type fields are required and must contain valid values.
  • The Plan ID field should be left blank for new plans.
  • Any additional columns must match the exact names of plan-level fields in OnePlan.

Updating Existing Plans

To update existing plans:

  • The Plan ID column must contain the valid OnePlan Plan ID (GUID).
  • Any additional fields included in the CSV will be updated for the matching plan. 

Note: Only the fields included in the CSV will be updated during the import. 

Validation Results

After the CSV file is uploaded, the Validation Results page will appear once the system finished processing the file. 

If no issues are found, a confirmation message will appear indicating that the file is ready to be imported. 

If validation issues are detected, a message similar to the following will appear: "{Number} validation error(s) found. Review below. Fix your CSV and re-upload, or proceed to skip invalid rows."

When validation errors occur, the results table will display details about each issue. In most cases (such as data format or value errors), the following columns will be populated to help identify the problem:

  • Row - The row number in the CSV file
  • Plan Name - The associated plan
  • Field - The column name containing the issue
  • Invalid Value - The value that failed validation
  • Issue - A description of the problem

For issues related to OnePlan permissions, the table may only display the Row, Plan Name, and Issue columns. 

If more than 500 plans are included in a single import file, the Issue column will display the following message: "Only the first 500 plans will be processed. Break your data into multiple files to process more than 500 plans."

Warning: The import validation does not check whether a field is configured for a specific Plan Type. Because of this, a field value can still be imported or updated even if that field is not normally available for that plan type in the OnePlan interface. 

Available Actions

Below the validation results, two options are available:

  • Uploaded Different File - Upload a corrected CSV file.
  • Process Valid Rows - Continue the import using only the rows that passed validation. Rows with errors will be skipped. 

Mind the Gap

The following scenarios are not yet supported:

  • Importing files that are not CSV (for example Excel).
  • No more than 500 plans can be updated at a time. 
  • Text fields.
  • Creating plan hierarchies.
  • Importing sub‑items such as tasks, assignments, or detailed schedules (plan‑level data only).
  • Shared With.

Data formatting Note

The data exported to the CSV file comes directly from the OnePlan's OData source.

Because of this, the exported data may not match formatting configured in the OnePlan user interface, such as:

  • Date display formats
  • Number and currency formatting and decimal settings. 

When preparing your CSV for import:

  • Ensure that date values are in a valid and consistent format
  • Ensure that number and currency fields contain only numeric values (no symbols or formatting)

Important: When importing into Number or Currency fields, make sure the corresponding CSV columns are formatted as Number in Excel to prevent validation errors.

 

 

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