Pure Global

Importing Old Projects

Importing Old Checklist Projects

If you have existing Checklist projects in the old system, you can batch import them into the new system.


Import Steps

  1. Go to the Projects page and click the Import button
  2. Select the target company from the dropdown
  3. Click Load Preview to load the list of old projects for that company
  4. Select the projects you want to import from the preview list
    • New (green) — can be imported
    • Exists (gray) — already imported, cannot be selected again
  5. Click Import to start the import
  6. Wait for the import to finish and review the results

What Gets Imported

The system automatically migrates the following data:

ContentDescription
Project infoName, contract number, product name, country, device type, risk level
Task listAll tasks under the project and their current statuses (Pending / Submitted / Completed)
Task filesFiles associated with tasks are automatically copied from the old system

Import Results

After the import completes, the system displays detailed statistics:

  • Success: Number of successfully imported projects, with task and file counts for each
  • Skipped: Projects that already exist (will not be duplicated)
  • Failed: Projects that encountered errors, with error details

Click View Imported Projects to navigate to the project list and view your imported projects.


Important Notes

  • No duplicates: Already imported projects are marked as Exists and will be automatically skipped
  • No Checklist template link: Imported projects come from the old system and are not linked to Checklist templates in the new system. To use the new template workflow, create a new project instead
  • Activity logs not migrated: Historical operation logs from the old system are not transferred
  • Company must exist: Ensure the corresponding company has been created in the new system before importing

Working with Imported Projects

After import, you can continue managing these projects in the new system:

  1. Go to the Projects page and find the imported project
  2. Click the project name to view details
  3. View and work on tasks in the Tasks section
  4. Upload files, add comments, and update task statuses

See Project Workflow for detailed instructions.