Using Bulk Imports in Keka PSA

Managing and updating multiple details in your projects, clients, or timesheets can be time-consuming and tedious. However, with the bulk import feature in Keka PSA, you can easily update multiple details at once, saving valuable time and effort. In this article, we will explore the various types of bulk imports available in Keka PSA.

To access the bulk import feature, simply navigate to the Projects (1) section and open the Bulk Import (2)  tab. 

From here, you can choose the specific type of import you want to perform based on your requirements. Let's take a closer look at the different types of bulk imports available:

Import Clients and Projects: If you need to import new clients or projects into Keka PSA, this option is the one to choose. It allows you to import multiple client and project details simultaneously, saving you from the manual effort of entering them one by one.

Import Client Rate Card: When you need to import client billing roles and their associated rates, this bulk import option comes in handy. It enables you to efficiently update the rate card for multiple clients, ensuring accurate billing information.

Bulk Update Projects: This feature allows you to update existing project details in bulk. Whether it's modifying project names, changing deadlines, or updating other project-related information, this bulk import option ensures quick and accurate updates across multiple projects.

Import Project Tasks, phases & Milestones: When you have a list of new tasks, phases & milestones to be added to a project, this bulk import option simplifies the process. You can easily import multiple tasks into a project, ensuring comprehensive task management and organization.

Update Project Tasks & Milestones: Similar to importing new tasks, this bulk import option allows you to update existing tasks & milestones within a project. You can modify task names, assignees, due dates, or any other task & milestone related details for efficient task management.

Import Project Resources: When adding new employees or resources to a project, this bulk import feature makes it seamless. You can import multiple resources into projects, ensuring accurate resource allocation and management.

Bulk Update Project Managers: If you need to update project managers for multiple projects, this option simplifies the process. You can quickly and easily update project manager assignments, ensuring effective project leadership and coordination.

For all these bulk imports, the process remains the same. You will be provided with an Excel template that needs to be downloaded. Update the necessary details in the template, and then upload it back to the portal to import the desired data.