Import Skill Assignments using Data Import Wizard

You can import a list of Skill Assignments using a CSV file.

Ensure you have the Skill, Resource, and Level (if desired) column headers.

Navigate to the Skill Assignment object and click Import.

In the Data Import Wizard, select the Custom Objects tab, select Skill Assignments, then select Add new records.

  • For Which Resource field in your file do you want to match against to set the Resource lookup field?, select Resource Name in the dropdown.
  • For Which Skill field in your file do you want to match against to set the Skill lookup field?, select Skill Name in the dropdown.

Upload your CSV file.

Ensure your CSV headers are mapped to your Skill Assignment fields properly and click Next.

Click Next, then click Start Import.

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