Import Wizard
Available in: All plans
Last updated: 26-Feb-2026
Overview
The Import Wizard is a guided 7-step process that walks you through uploading, parsing, and reviewing a schedule file before it becomes a project in Kazinex. Each step gives you visibility into what was extracted from your file and the opportunity to confirm the data before final import.
The 7 Steps
Step 1 — Upload
The first step reads your file into the browser. You will see:
- The file name and size displayed
- Format detection (XER, MSPDI, or MPP)
- A begin button to start parsing
If you uploaded via drag-and-drop, this step may advance automatically.
Step 2 — Setup
Configure how the project should be identified in Kazinex:
| Field | Description | Editable |
|---|---|---|
| Project Name | Display name in the Projects tab | Yes |
| Project ID | Unique identifier (pre-filled from file) | Yes |
| Data Date | The status date / data date from the file | No |
| Calendar | The project's default calendar | No |
For multi-project XER files, a project selector dropdown lets you choose which project to import.
Step 3 — Extraction
This step shows a real-time progress bar as Kazinex parses the file:
- Activities extraction
- Relationships extraction
- WBS hierarchy building
- Calendar processing
- Resource and assignment mapping
- Activity codes and UDFs
No action is required — wait for parsing to complete, then click Next.
Step 4 — Preview
A summary screen showing the parsed data at a glance:
| Metric | Example |
|---|---|
| Total activities | 2,450 |
| Total relationships | 3,120 |
| WBS elements | 85 |
| Calendars | 4 |
| Resources | 32 |
| Activity codes | 8 types |
| User defined fields | 12 fields |
Review these numbers against your source file to confirm completeness.
Step 5 — Activities Review
A full table showing all parsed activities with key columns:
- Activity ID
- Activity Name
- Activity Type (Task, Milestone, LOE, Summary)
- Start Date
- Finish Date
- Original Duration
- Total Float
- Status (Not Started, In Progress, Completed)
Scroll through the table to spot any data quality issues. You can sort by clicking column headers.
Step 6 — Relationships Review
A table of all parsed relationships:
| Column | Description |
|---|---|
| Predecessor ID | The driving activity |
| Successor ID | The receiving activity |
| Relationship Type | FS (Finish-to-Start), FF, SS, or SF |
| Lag | Lag value in working days |
Check that the relationship count matches your source file.
Step 7 — WBS Review
A tree view showing the Work Breakdown Structure hierarchy:
- Expand/collapse nodes to navigate the tree
- Each node shows the WBS code and name
- The count of activities under each node is displayed
Resources Review (Conditional)
If your file contains resource assignments, an additional step appears:
- Resource name and type (Labor, Nonlabor, Material)
- Assignment count per resource
- Unit rates and costs (if defined)
Completing the Import
On the final step, click Finish to create the project. The wizard closes and your project appears as a new card in the Projects tab.
Navigating the Wizard
| Action | Button |
|---|---|
| Go to next step | Next (bottom right) |
| Go to previous step | Back (bottom left) |
| Cancel the import | Cancel or close the modal |
| Finish import | Finish (on the last step) |
You can freely move between steps without losing data. Canceling discards the import entirely.
Tips & Best Practices
- If the Preview step shows significantly fewer activities than expected, the file may be a partial export
- Pay attention to the Relationships Review — a low relationship count relative to activities suggests missing logic
- The WBS Review tree should mirror the structure in your source tool
- Very large files (10,000+ activities) may show a longer progress bar — this is normal
Troubleshooting
| Problem | Cause | Solution |
|---|---|---|
| Wizard stuck on Extraction step | Very large file or low memory | Refresh the page and try again with other tabs closed |
| Activity types all show "Task" | Source file did not export type field | Re-export with all activity fields included |
| WBS tree is flat (no hierarchy) | WBS codes not properly defined in source | Check WBS configuration in P6 or MS Project |
| Relationships show 0 records | Relationships not included in export | Re-export from P6 with "Relationships" table selected |