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.

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.

Need help with errors? Continue to Troubleshooting.