Importing from another tool

Nobody should have to retype a board to move into Waymarq. Projects → Import a CSV takes an export from whatever you're using now and turns it into real work.

It's one importer rather than one per tool, deliberately: Trello, Asana, Jira and Monday all export CSV, as does every spreadsheet, so a mapping step covers all of them — and unlike an integration, a CSV file can't change under you when somebody else updates their API.

Three steps

1. Upload the export. Any CSV, up to 2000 rows and 5MB. The first row has to be the column names. If your spreadsheet is set to a European locale and exports with semicolons, that's fine — so are quoted descriptions containing commas and line breaks.

2. Check what was found. You get the first few rows back exactly as they were read, before anything is created. If the file was misread, this is where it's obvious — one column of run-together text rather than a hundred wrong tasks.

3. Say which column is which. We guess from the column names, so most of the time this is a confirmation rather than a chore. Only Title is required. Anything left as Ignore is dropped rather than guessed at.

What it does with your data

• Status words are translated from whatever your old tool called them — "Doing", "In Development" and "Working on it" all become In progress; "Icebox" and "Someday" become Backlog. Anything unrecognised becomes Not started. It will never decide on its own that something is done, because a task marked finished is the one nobody looks at again.
• Assignees match on email address. Anyone we can't place is left unassigned and named back to you afterwards. A wrong assignee is worse than none — an empty one you notice, a wrong one looks deliberate.
• Phases come from whatever you map to Phase — a Trello list, a Jira epic, an Asana section. A phase that doesn't exist yet gets created; one that does gets used. With no phase column, everything lands in a single phase called Imported.
• Unreadable dates are left empty rather than guessed. A wrong date is a promise to somebody.

Imported tasks are ordinary tasks

They get a real reference, a place on the board, a creation entry in the activity log and the usual watchers — exactly as if you'd typed them. Nothing is second-class or read-only afterwards.

The whole import runs as one operation: if something goes wrong half way, nothing is created at all. A half-finished import is worse than a failed one, because you'd be left unsure what to delete before trying again.

Into a new project or an existing one

Both. Choose an existing project to add work alongside what's already there, or create one — handy when you're moving several boards across and want each to land separately.