Data I/O
Use the Data I/O link under Advanced to export data from or import data into TeamWork.
Important: Ensure you have an ExternalId entered for each record you are going to export or import.
Exporting data
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Select Organization from the main menu.
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Select the Advanced > Data I/O.
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Select Export.
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Select the data source. For information on data sources, see Data Sources.
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Enter the Dates.
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Select the check boxes of the fields and add additional information.
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Select output format.
TXT = a tab delimited file, tab separated.
CSV = a comma separated file
Page = tab delimited, puts in a results page screen with data to be copied and pasted into Excel. -
Select Export.
Results display in the window on the right. -
To copy and paste the data into Excel, copy it, select cell A1 and paste.
Note: When you leave this page in TeamWork, the data is not saved. You must run the export again to capture it.
Example:
Warning: If your ExternalId values have leading zeros, i.e., 001123, Excel removes the 00s when pasting. You must use Excel's Data Import Wizard and set the ExternalId column to Text.
Importing data
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Select Organization from the main menu.
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Select the Advanced > Data I/O.
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Select Import.
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Select the data source.
Hint: Create an export with the columns you want to use. Use the format from these column headers in your spreadsheet data. Start with one or two records to see if the import works as expected. -
Copy and paste or enter the information into the import window.
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Select Import.
Displays on top of the import window and results display below.
Example:
