Import Data help

Help for Import Data in Work Planner.

Articles

SettingsIntegrationsImport Data1 min read

Running an import provider

OverviewThis article explains when to use running an import provider, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears

Work Planner Documentation4/11/2026
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SettingsIntegrationsImport Data1 min read

Import data overview

OverviewThis article explains how to use import data overview in the import data area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when yo

Work Planner Documentation4/11/2026
Read article