Importing ToDos

Import from BCF Zip Files

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 a BCF Zip file

  1. Open your project Trimble Connect for Browser.

  2. Go to the Explorer page.

  3. Drag and drop the BCF zip file into the root folder or any folder you like.

  4. 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.

The following operations are supported from the import function:

  • Creating new ToDos

  • Update an existing ToDo’s Title, Description, Due date, Type, Priority, Status, Completion (Percentage), Assignee or Tags

To import ToDos from an Excel file

Step 1: Set up the spreadsheet

  1. Open a new Excel file.

  2. Create columns with the following headers (with the exact spelling listed)

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

  3. Fill out the spreadsheet
    Learn how to fill out the spreadsheet ›

  4. Save your file.

Step 2: Import the Excel file

  1. Open your project Trimble Connect for Browser.

  2. Navigate to the ToDos page.

  3. Click the overflow menu at the top of the right side of the page.

  4. Select Import from Excel.

  5. The Import Excel as ToDo dialog box opens.

  6. Click Browse to select the Excel file.

  7. Select the file from your computer and click Open.

After the import has been processed, you 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.

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.

Next Topic: Exporting ToDos