Excel/JSON Import and Export
A detailed operational manual for safe import and export of task data.
Sample-first validation is safer than a one-shot full migration.
Table of Contents
Before You Start
- Verify the current view (weekly/daily/time) and date range first.
- If a filter is active, switch to all-view once to check hidden items.
- Before live usage, validate behavior with 1-2 test tasks.
Topic-by-Topic Guide
Topic 1
Pre-import File Check Procedure
Verify title, date, and priority formats before import.
Mixed formats cause row-level failures that are difficult to debug later.
- Exclude stale records in the first migration.
- Use one consistent date format.
Topic 2
Sample Import Validation Procedure
Run a small sample import before full migration.
If sample passes, scale up. If not, fix row patterns before retry.
Topic 3
Export Backup Procedure
Export weekly or after major changes to keep recoverable snapshots.
Include date in filenames for quick rollback identification.
Topic 4
Retry Procedure on Errors
Do not rerun full import blindly. Isolate and fix failed row patterns first.
Retry in small batches to narrow root causes and reduce data risk.
Troubleshooting
When screen looks different
Check view mode, date range, and filter state before retrying.
When edits are not reflected
Verify save action first, then refresh the page and check again.