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Import workflow

This guide explains the five-step import journey from selection to final report.

Step 1: Select group

Choose the Microsoft 365 group where the destination plan lives.

Step 2: Enter plan name

Enter the plan name you want to use.

If a plan with that name already exists in the selected group, the app can reuse it.

Step 3: Upload CSV

Upload your CSV file with the supported headings.

Step 4: Validate and preview

The app validates your file and shows a preview before any write action is confirmed.

Use this step to correct issues before execution.

Step 5: Confirm and execute

When you confirm, the app starts the import and then shows an execution report.

You can download that execution report as a CSV to keep a record, share outcomes with colleagues, or fix your source file before you upload again.

Understanding report outcomes

  • Created: a new task was created in Planner.
  • Reused or skipped: this combined outcome covers rows where an existing match was reused, and rows that were not created.

Plan reuse behaviour

You can import into an existing plan by using the same plan name in the same group.

Manual follow-up

Some goal-related links or post-import housekeeping may still need manual follow-up after execution.

Workflow illustrations

Step-by-step screenshots are not published yet. An earlier capture stored the same image for every step, which did not match this guide. Distinct illustrations that follow the same journey as the in-app wizard are tracked as follow-on work in GitHub issue 164.

Need help with errors? Continue to Troubleshooting.