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Import clients, projects, tasks, users, or timesheets
Import clients, projects, tasks, users, or timesheets
Miha Suznik avatar
Written by Miha Suznik
Updated over 10 months ago

You can initiate bulk imports of clients, projects, tasks, or users if you go to Settings > Import data. We advise you to import your Projects and Clients first, and then proceed with Timesheets. This way the process will be completed much faster.

Please select what object to import and you will get detailed instructions on the screen. The format instructions will be specific to your account settings.

Please carefully follow the import format instructions on the screen, as it is really important how your data is formatted. The easiest way to get started is to download a prepared template file which you can simply fill in with correctly formatted data.

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