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Bulk Import (CSV / Excel)

Applies to: Pro · Enterprise Last updated: 26-Feb-2026

Overview​

The Bulk Import wizard lets you add or update activities by pasting data from a spreadsheet or uploading a CSV/Excel file. It supports pasting directly from Excel or Google Sheets, uploading .csv, .xlsx, or .xls files, and merging data from another .xer file. The wizard validates every row before applying changes.

Prerequisites​

  • Active Pro or Enterprise subscription
  • Editor Mode enabled
  • A project loaded in the editor

Wizard Steps​

The Bulk Import follows a 5-step wizard: Input → Mapping → Validation → Preview → Apply.

Step 1 — Input​

Choose your data source:

ModeDescription
PastePaste tab-delimited data directly from Excel, Google Sheets, or any spreadsheet application
File UploadUpload a .xlsx, .xls, or .csv file from your computer
XER MergeUpload an .xer file to merge activities from another Primavera P6 schedule

Toggle between Paste and File modes using the segmented control at the top.

Paste Mode​

  1. Copy rows from your spreadsheet (include headers in the first row)
  2. Click the paste input area
  3. Press Ctrl+V to paste

The parser auto-detects tab-delimited columns and extracts headers from the first row.

File Upload Mode​

  1. Click Browse or drag a file onto the drop area
  2. Supported formats: .xlsx, .xls, .csv
  3. The file is parsed entirely in your browser — nothing is uploaded to a server

Step 2 — Mapping​

Map each source column to a Kazinex activity field:

  • The wizard auto-maps columns when header names match known field names
  • Unmapped columns are ignored during import
  • Each target field can only be mapped once
  • Required fields (like Activity ID and Activity Name) must be mapped to proceed

Step 3 — Validation​

Every row is validated against the project's data model:

ValidationDescription
Required fieldsChecks that Activity ID and Activity Name are present
Date formatsValidates that date values parse correctly
Numeric fieldsEnsures duration, float, and cost fields are valid numbers
Duplicate IDsFlags rows with duplicate Activity IDs
Reference integrityValidates WBS, Calendar, and Resource references exist

A validation summary shows total rows, passed, warnings, and errors. Rows with errors can be excluded using the filter panel.

Step 4 — Preview​

Review all changes before applying:

  • See which activities will be added (new)
  • See which activities will be updated (existing, changed fields highlighted)
  • Review the total count of generated commands
  • Exclude individual rows if needed

Step 5 — Apply​

Click Apply to execute:

  • A progress indicator shows real-time application status
  • All changes are wrapped in batch commands — undo them as a single action with Ctrl+Z
  • A completion summary shows how many activities were added and updated

Data Sources​

CSV Files​

  • Standard comma-separated values
  • UTF-8 encoding expected
  • First row must be column headers

Excel Files (.xlsx / .xls)​

  • Reads the first sheet by default
  • Headers taken from the first row
  • Supports both .xlsx (modern) and .xls (legacy) formats

XER Merge​

  • Upload a .xer file from another Primavera P6 export
  • The wizard extracts activities and presents them for mapping
  • Use this to merge activities from another schedule into your current project

Import Filter Panel​

The filter panel (available in Validation and Preview steps) lets you:

  • Exclude rows with validation errors
  • Exclude specific rows by index
  • Filter by validation status (passed, warning, error)

Excluded rows are skipped during the Apply step.

Tips & Best Practices​

  • Paste from Excel is the fastest way to bulk-add activities — copy a range of rows and paste directly
  • Always review the Validation step carefully — warnings are informational but errors must be resolved
  • Use XER Merge when you need to combine activities from two different P6 schedules
  • All bulk import changes are fully undoable — press Ctrl+Z after applying to revert
  • For very large imports (1000+ rows), processing may take a few seconds — the progress bar will keep you informed