> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glidepathcpm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Projects — Overview

> Supported import formats and workflow

# Importing Projects — Overview

GlidePath supports importing project data from Excel, CSV, MS Project, and Primavera P6. This guide gives an overview of the import workflow.

## Feature Spec Reference

**Module 1.7 — Import from Excel/CSV**\
**Module 1.9 — Import from MS Project XML**\
**Module 1.10 — Import from P6 XER**

## Supported Formats

| Format               | File Type   | Use Case                          |
| -------------------- | ----------- | --------------------------------- |
| **CSV**              | .csv        | Spreadsheet data, custom formats  |
| **Excel**            | .xlsx, .xls | Native Excel workbooks, templates |
| **MS Project XML**   | .xml        | MS Project 2010+ exports          |
| **Primavera P6 XER** | .xer        | P6 database exports               |

## Import Workflow

1. **Open Import Dialog**
   * From project view, click **Import** or File → Import
   * Select import format

2. **Upload File**
   * Drag and drop or browse to select file
   * File is validated for format compatibility

3. **Map Columns**
   * Match source columns to GlidePath fields (Task Name, Duration, Start Date, etc.)
   * Preview first 5–10 rows
   * Adjust mapping if needed

4. **Review and Import**
   * See summary of tasks to import
   * Check for warnings or errors
   * Click **Import** to create tasks in project

5. **Review Results**
   * Import results dialog shows tasks added, warnings, errors
   * Gantt chart updates with new tasks
   * Review and edit tasks as needed

## Common Import Scenarios

### Scenario 1: Start from Excel Template

1. Download the **GlidePath Import Template** (Excel file)
2. Fill in your task data using the template columns
3. Save and import via Import dialog
4. All tasks created with correct field mapping

### Scenario 2: Migrate from MS Project

1. Export your project from MS Project as .xml format
2. Use Import dialog → Select MS Project XML
3. Field mapping is automatic
4. Dependencies, constraints, and resources preserved

### Scenario 3: Import from Primavera P6

1. Export your project from P6 as .xer (XER format)
2. Use Import dialog → Select Primavera P6
3. Activity IDs, WBS, and constraints preserved
4. Calendar and resource assignments imported

## Import Tips

* **Validate dates** — Ensure date format matches your locale (MM/DD/YYYY vs. DD/MM/YYYY)
* **Check WBS** — GlidePath will auto-generate WBS if not provided
* **Test small first** — Import a subset of tasks first to verify mapping
* **Review warnings** — Import results may show non-critical warnings—review these
* **Link dependencies** — If dependencies aren't in import file, add them after import

***

## Next Steps

* [CSV/Excel Template Import](/import-export/02-csv-excel-template)
* [MS Project XML Import](/import-export/03-ms-project-import)
* [Primavera P6 Import](/import-export/04-primavera-import)