Import your LoopedIn roadmap

Bring your LoopedIn roadmap cards into a SimpleBoards board using a CSV file.

Before you start:

Step by step

  1. In the WordPress admin menu, click SimpleBoards > Settings.
  2. Open the Import tab.
  3. In the Target Board dropdown, pick the board the roadmap cards should go into.
  4. Leave the LoopedIn Ideas CSV row empty (unless you also want to import ideas in the same run, see Import your LoopedIn ideas).
  5. In the LoopedIn Roadmap CSV row, click Choose File and pick your roadmap CSV.
  6. In the Duplicate Handling section, decide what to do when a roadmap title already exists on the target board:
    • Leave both boxes unticked to skip roadmap items with a title that already exists. This is the safe default.
    • Tick Allow duplicate titles (always create new items) to create a new roadmap card every time, even when the title matches.
    • Tick Overwrite existing item when title already exists on this board to update the existing card with the new description, date, status, category, and vote count instead of creating a new one.
    • If you tick both boxes, overwrite runs first for matched titles, and any remaining rows are created as new cards.
  7. Click Import CSV.

What the importer reads

The importer reads these columns from the file. Column names are matched in a flexible way: spaces and capitals do not matter (for example, Planned Release Date and planned_release_date are both fine).

Column What it does
Title Becomes the card title. Required. Rows without a title are skipped.
Description Becomes the card description. HTML tags are removed.
Summary Used as the description when the Description column is empty.
Roadmap Column Becomes the status (the column on the roadmap). If the status does not exist on the target board, SimpleBoards creates it.
Roadmap Objective Becomes the category. If a category with this name does not exist, SimpleBoards creates it.
Planned Release Date Becomes the date shown on the card (the deadline or release date).
Votes Becomes the starting vote count.
Created Date Becomes the date the card was first posted.

If your file has none of Up Next, In Progress, or Done set up as statuses on this board yet, SimpleBoards adds those three for you and links them to the target board.

Any other columns in the file are ignored.

What changed

When the import finishes, a message at the top of the page shows how many roadmap cards were imported, how many were skipped, and how many failed. The new cards show on the Roadmap tab of the board you picked, sorted into columns by their status.

See also