Import Roadmap Data from Other Platforms

In Asana, users have the option to export a CSV of their data by project or by tasks assigned to a user.

By Project

By Personal Tasks

When opening the CSV it will contain the data from your Asana project. Please note you will have to format it differently in order to make it compatible with Roadmunk. 

The following changes must be made to the CSV file:

For more information on formatting including examples, please download a free template from our templates page.

Once changes have been made the CSV can be imported to Roadmunk.

See the importing tutorial for further steps.

In this guide, we'll walk through the 5 easy steps to follow when preparing an Excel roadmap for import into Roadmunk. Here's a snapshot of what a typical roadmap spreadsheet in Excel looks like.

The first step in the transition is identifying the data pivots in the Excel roadmap:

The next step is to format the data in the spreadsheet by putting the pivot data identified in the previous step into separate columns for import into Roadmunk columns.

Here's a snapshot of what the data might look like before the formatting changes.

And here's a snapshot of what the data should like after the formatting.

The roadmap spreadsheet should now have:

The next step before the import is adding real start and end dates for each date range represented in the spreadsheet using colored cells. The added dates should be formatted as Numbers, and the format should be consistent across all items.

Here's a snapshot of what the spreadsheet might look like before adding the dates.

And here's a snapshot of what it should look like after adding the dates.

The roadmap spreadsheet should now have:

NOTE: For the import to Roadmunk to be successful, each item in the Excel roadmap must have a Start and End Date. Even if you don't know what an item's dates are, add a best-guess date. You can always change this once the date is in Roadmunk.

Now that you've added real dates, you can remove the month header row at the top of the spreadsheet. When you're done, the spreadsheet should look like this:

You should also remove the owner names that are above the listed items, delete any empty rows, and add Item as the row header (in the same row as Owner, Status, Start Date, and End Date). When you're done, the spreadsheet should look like this:

The roadmap spreadsheet should now have:

Finally, save the Excel file as a CSV and import it into Roadmunk following the instructions in Import items from CSV.

The first step in the import is exporting data in a Pivotal Tracker roadmap to a CSV. Here's a snapshot of what a Pivotal Tracker roadmap might look like.

1. Go to the Settings tab and select Export CSV.

2. Select the stories and epics you want to export, then click the Export button.

3. Save the CSV file and open it in a spreadsheet application (for example, Excel).

For more details, go to Pivotal Tracker's exporting walkthrough.

Here's a snapshot of what the exported CSV might look like.

There are some mandatory changes you must make to the CSV before the import, as well as some optional and advanced changes.

The following changes must be made to the CSV file:

The following changes can also be made but are not mandatory:

If Roadmunk will be regularly updated from Pivotal Tracker, we recommend renaming the ID field in the CSV to ExternalID. Roadmunk uses this field to match existing items so they're updated instead of overwritten.

Once changes have been made the CSV, you can start the import to Roadmunk. For details, see our article on importing data from CSV into Roadmunk.

The first step in the Rally import is exporting data in a Rally view, such as the User Stories Summary, to a CSV. Here's a snapshot of what the view might look like.

1. In the Actions menu select Export to CSV.

2. Save the CSV file and open it in a spreadsheet application (for example, Excel).

For more details, go to Rally's  exporting walkthrough.

Here's a snapshot of what the exported CSV might look like.

There are some mandatory changes you must make to the CSV before the import, as well as some optional and advanced changes.

The following changes must be made to the CSV file:

The following changes can also be made if desired but are not mandatory:

If Roadmunk will be regularly updated from Rally, we recommend renaming the ID field in the CSV to ExternalID. Roadmunk uses this field to match existing items so they're updated instead of overwritten.

Once changes have been made the CSV, you can start the import to Roadmunk. For details, see our article on importing data from CSV into Roadmunk.

The first step in the import is exporting the data in the project to a CSV file. 

1. In the project's Reports menu, click Project Burndown.

Here's a snapshot of what the Project Burndown report might look like.

2. Open the menu in the upper-right corner of the report and click Download CSV.

The following changes must be made to the CSV file:

Once changes have been made the CSV, you can start the import to Roadmunk. For details, see our article on importing data from CSV into Roadmunk.