How importing works
The steps are the same whether you import boards, cards, or members.1
Duplicate the template
On the import tab, click Duplicate template. An import spreadsheet is created in your Google
Drive.
2
Fill in the sheet
Open the copied sheet and enter one item per row. Rows that start with
例: (“Example:”) are
samples and aren’t imported.3
Import the sheet
Go back to ZARMS, click Import sheet, and choose the sheet you filled in. Each row’s
contents are listed along with any errors or warnings.
4
Choose rows and create
Check the rows to import and click Create. Rows with errors can’t be imported. Fix the
sheet, then import it again.
Import boards
Use the Bulk import tab in the board create dialog (see Create a board). The columns areボード名 (board name), 説明 (description), and your custom fields. The 通知先メールアドレス (notification email address) column isn’t used right now. You can leave it blank.
Import cards
Use the Bulk import tab in the card create dialog (see Create a card).
Unlike cards you create on screen, imported cards don’t get default dates or assignees. If you need them, add them afterward with a bulk update.
If you write an assignee by display name and more than one person has that name, you’ll get an error. Using email addresses is the safest choice.
How to write the parent card
- To use another row in the same sheet as the parent, write that row’s card name. Put the parent row on the same board as the child. Parent rows are created first.
- To use a card that’s already in ZARMS as the parent, write its card number, such as
#123.
Import members
On the members screen, click Invite members (or Add to directory) and use the Import from sheet tab. You can add people to the directory and invite them by email in one go.
Invitations are sent only when an Owner or Manager imports. When a Member imports, people are only added to the directory. You can’t invite Guests from a sheet. Invite Guests one at a time instead.
People already in the directory, and people who have already joined or been invited, are shown as warnings and aren’t created twice.
Export a list
The board list and the List view of boards and My Board have an Export to Sheet button. Click it to export the columns and rows you’re viewing to a spreadsheet, saved in theZARMS folder in your My Drive. When it’s done, click Open to view it.
- If a filter is on, only the filtered results are exported.
- On a board screen, the button appears when you’re in List view.
- You can also export the directory from the members screen.