Spreadsheet Import

Stop rebuilding portfolios by hand

Your project data already exists, in spreadsheets, exports, planning files. Vaizy imports it with structure intact: projects linked to milestones, teams connected to budgets, risks attached to delivery. One upload. Zero re-entry.

Vaizy dashboard with the import dialog open, showing field mapping from spreadsheet to portfolio data model.
Migration that actually works

Most tools promise easy import but deliver broken references and weeks of manual cleanup. Vaizy validates data before it touches your workspace, flagging duplicates, missing owners, and invalid dates so you start clean.

1

Smart field mapping

Vaizy suggests column mappings automatically. Review, adjust, and confirm, your spreadsheet structure maps directly to the portfolio data model.

Import from CSV and Excel without re-entering a single project manually.

2

Pre-publish validation

Every row gets checked for broken links, invalid dates, missing owners, and duplicate entries before data enters the workspace.

Map spreadsheet columns to Vaizy fields for milestones, teams, risks, and budgets.

3

Connected from day one

Imported projects automatically link to their milestones, team members, risk records, and financial entries. No manual re-linking needed.

Catch duplicates, broken references, and missing data before anything goes live.

Go from first upload to usable portfolio insight in one session.
How it works
1

Upload your spreadsheet export from any PMO, ERP, or planning tool.

2

Review the suggested field mappings and adjust where needed.

3

Validate the import, fix flagged issues, and publish clean data into Vaizy.

Start with the data you already have

Better project control should not begin with weeks of manual re-entry. Import your existing portfolio and be operational by end of day.