Import Projects

The Import Projects functionality allows the user to add multiple projects to Deskera eClaims at one go.

Prerequisites:

1. You have your Deskera eClaims application URL in place
2. You are the administrator of the eClaims application
3. Ensure a good internet connectivity

Step 1: Click on Manage Projects under Master Settings on the Deskera eClaims Dashboard.Fig 4.6.3.3.1 Manage Projects

Step 2: Click on Import function and select Sample CSV File. Fig 4.6.3.3.2 Sample CSV File

Step 3: Add the projects and the other required details in the downloaded sample file and save it.Fig 4.6.3.3.3 Sample CSV File

Step 4: Back on the View Projects screen, click on the Import feature, then click on Import From CSV.Fig 4.6.3.3.4 Import CSV

Step 4: Choose the Import File and select the date format used in the Import File. Then click on Import to proceed to the next screen.Fig 4.6.3.3.5 Import CSV

Step 5: Manually map the headers of the View Projects screen to the headers of the CSV file. The click on Import to complete the process.Fig 4.6.3.3.6 Import CSV