View Only

Import or Export ToDos & BCFs

By Laura Anne Niemuth posted 12-06-2020 21:56

Recommend

Import or Export ToDos & BCFs

Import ToDos ^Updated

Import from BCF Zip Files ^Updated

You can import BCF Zip files by simply uploading the file to your Connect project. After you have uploaded the file, it will be converted into a ToDo and be visible in the ToDos page.

Trimble Connect supports the BCF 2.0 format for import.

To import:

Open a project in Trimble Connect for Browser.
Go to the Explorer page
Drag and drop the BCF zip file into the root folder or any folder you like
After the upload and processing is complete, the BCF file will be converted to a ToDo.

Import from Excel

Use the Import from Excel function to quickly add or update ToDos in your project.

As a Project Administrator, you can modify all ToDos in the project. For Project Users, you can use the Import from Excel to add new ToDos or update ToDos you have created or been assigned to you.

Supported Functions for Import from Excel

The following operations are supported from the import function:

Creating new ToDos
Update an existing ToDo’s data

Setting Up the Spreadsheet

To use the import function, your spreadsheet must contain the following columns with the exact spelling listed:

Label
Title
Description
Type
Priority
Status
Completion
Due date
Assignee(s)
Tags

You can also: Download the Excel template

How to Fill Out the Spreadsheet

To use the import function, your spreadsheet must contain the following columns with the exact spelling listed.

Column	Description
Label	To Update Existing: Use the label of ToDo you are trying to update For New ToDos: Leave blank if you wish to use the project’s label and numerical order; Custom labels are supported, but cannot be edited in the future.
Title	To Update Existing: Modify the title or leave blank if you don’t want to make changes For New ToDos: Required
Description	To Update Existing: Modify the description or leave blank if you don’t want to make changes For New ToDos: Required
Type	Leave blank if you don't want to make changes or don't want to add a type. Accepted values: Comment Undefined Issue Request Fault Inquiry Clash Solution Remark
Priority	Leave blank if you don't want to make changes or don't want to add a priority. Accepted values: Critical High Normal Low
Status	Leave blank if you don't want to make changes or don't want to add a status. Accepted values: New In Progress Waiting Done Closed
Completion	Leave blank if you don't want to make changes or don't want to add a percentage. Accepted values: Add a whole number value 0-100. Add % after the value
Due date	Leave blank if you don't want to make changes or don't want to add a date. Accepted format: mm/dd/yyyy mm/dd/yy
Assignee(s)	Leave blank if you don't want to make changes or don't want to add an assignee. Accepted values: Email addresses of existing project members Existing Group names To add multiple assignees separate each one by a semicolon ( ; ).
Tags	Leave blank if you don't want to make changes or don't want to add tags. Accepted values: Existing tags New tags To add multiple tags separate each one by a comma ( , ).

Importing ToDos to a Project

Set up the spreadsheet
Click the Overflow Menu at the top of the right side of the page.
Select Import from Excel.
The Import Excel as ToDo dialog box opens.
Click Browse to select the Excel file.
Select the file from your computer and click Open.

After the import has been processed, you will receive an email with a link to download the import log file. You must be signed into Trimble Connect to download the log file. The log file will contain information in the event that an import failed.

Note

For updating ToDos by Importing from Excel, it is recommended you first download the project’s ToDos (via Export to Excel) so you have the correct ToDo labels and current information. Then you can follow the steps from above.

Export ToDos to BCF or Excel^Updated

You can export a single ToDo, a selection of ToDos as an Excel file or as BCF Zip files. You can also export all ToDos in your project as an Excel file.

Trimble Connect supports BCF 1.0 format for export.

Export a Single ToDo ^Updated

Open a project in Trimble Connect for Browser.
Go to the ToDo page.
Click on a ToDo to open the detail panel.
Click the Export button in the detail panel.
Choose the desired output (BCF or Excel).
Once Export to BCF/Excel has been selected, a snackbar will appear notifying you that the request is being processed.
After the BCF/Excel file(s) is prepared, an email will be sent to the user. In the email, click the Download link to download the file. The download link will be valid for 72 hours.

Export Multiple ToDos ^Updated

Open a project in Trimble Connect for Browser.
Go to the ToDo page.
Select multiple ToDos.
Click the More options inside the detail panel.
Choose the desired output (BCF or Excel).
Once Export to BCF/Excel has been selected, a snackbar will appear notifying you that the request is being processed.
After the BCF/Excel file(s) is prepared, an email will be sent to the user. In the email, click the Download link to download the file. The download link will be valid for 72 hours.

Export All ToDos to Excel ^Updated

To export all the ToDos in your project, click the Overflow Menu at the top of the right side of the page and select Export to Excel.

Once Export to Excel has been selected, a snackbar message will appear notifying you that the request is being processed. After the Excel sheet is prepared, an email will be sent to you. Click the Download Excel link and download the Excel file.

The download link will be valid for 72 hours.

Download as PDF

Trimble Connect Knowledge Center