Project Import

Import projects in bulk from a CSV, Excel, or JSON file with AI-assisted column mapping.

Organization admins can import projects in bulk from a spreadsheet or JSON export. Cogram auto-detects and maps the columns in your file, so you don't have to match them up by hand.

Go to Organization Settings > Projects and click Import.

Supported file formats

CSV (.csv), Excel (.xlsx), and JSON (.json). A downloadable example template is available on the upload page.

Import steps

1. Upload

Drag a file onto the upload area or click to browse. Once a file is selected, click Continue.

2. Map Columns

Cogram auto-suggests which columns in your file correspond to Cogram project fields. Review the mappings and adjust as needed using the dropdowns. A confidence indicator shows how confident the AI is in each suggestion.

Available target fields:

Field	Required
Name	Yes
Project Number	Yes
Description	No
Client Name	No
Address	No
Owners	No
Members	No
Project Metadata	No

You can also set any column to Skip to ignore it. Click Review once the required fields are mapped.

3. Review

A preview shows how many projects will be created, updated, or skipped, and lists any errors. You can also:

• Pre-create users: if owner or member email addresses are not yet in your organization, select which ones to pre-create and optionally send invitation emails.

• Set a fallback owner: assigned to new projects when no owner column is mapped or when mapped owners are not being pre-created.

• Auto-file incoming emails: optionally enable automatic email filing for imported projects.

Click Import N projects to proceed.

4. Import complete

A summary shows the number of projects created, updated, skipped, and any errors. Click Import More to start another import.