Import Data Import Data

Optimize My Day is an online service and therefore requires strong import/export capabilities. When starting with a new configuration, uploads with Excel files are very common and useful since it is easier to gather data in a spreadsheet up-front and upload that data rather than entering the data manually through the web interface.

 This Sample Excel document will help you to collect the information.

The Excel document contains several worksheets. In a first step, you may only want to fill the Resource and the Task worksheets. Remove all irrelevant worksheets and columns before uploading. Once the document is finalized, upload the document by opening the configuration and selecting the Planning -> Data Up-/Download -> Upload Data menu option.

After a while, you may want to automate data uploads, for example, to inform Optimize My Day about a new task that needs to be scheduled. In those cases, it is often easier to use an XML document for data exchange.