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Import your timesheets

Learn how to import your events and time entries when migrating to TrackingTime.

Julia Chulman avatar
Written by Julia Chulman
Updated this week

If you're coming from another time tracking software, or you were using spreadsheets to keep track of your time, you are in the right place. You can easily import all your time entries from a CSV file into TrackingTime.

Import your events into TrackingTime

Roles: Administrators | Free Feature

To import your time entries into TrackingTime please follow these steps below:

How to batch import your events:

  1. From the main menu, click on Manage.

  2. Scroll to the "account settings" section and click on "Data Import". A new window will open.

  3. Select "Import Events"

  4. Copy and paste your timesheet from your spreadsheets or upload a CSV file from your computer.

  5. Once you have imported your timesheet, you'll need to match the columns to your spreadsheet.

  6. Once the setup is complete and there are no errors, click on "Import".

  7. Finish by clicking on "Confirm".

⚠️ Make sure there is no missing or invalid information. The app will show you issues in red.

Add extra time entry information

The Import events page will have as mandatory columns User email, Start date, End date and Duration. If you have more time entry information you'd like to import to TrackingTime, such as rate, due date, estimated time, etc., then you'll need to create more columns.

The only way to add columns to the import page, is to create them as custom fields first. The import page will display as columns any custom fields that were previously created on an Hours level.

How to create a Custom Field on an Hours level:

  1. From the main menu, go to Manage>Custom Fields.

  2. Switch to the Hours tab and click on + Add Hours Field.

  3. Name your custom field (your column) and choose the type of response display you want to assign it.

  4. All done! Go back to the Import page and you'll be able to see the custom fields as columns when importing the data.

⚠️ Make sure the file you import has the same column names as the custom fields you've created.

Supported Parameters

The data import tool supports time entries with the following parameters:

  • Start date (required): The start date of the time entry.

  • End date: The end date of the time entry.

  • Duration: The duration in hours of the time entry (optional if end date provided).

  • Notes: Time entry notes up to 1000 characters.

  • User email (required): The email address of the person who worked on this entry. This is required to associate the time entry to a specific user in your TrackingTime account.

  • Task: Time entries can be associated to a task.

  • Project: Time entries can be associated to a project.

  • Client: Time entries can be associated to a project.

  • Service: Time entries can be associated to a service.

📝 When adding both the durations and end dates for the time entries, be sure to make them match. If they happen not to match, we'll consider the duration values only.

💡 The following file includes the necessary columns in order to import your time entries: CSV template.

⚠️ We'll look in your account for all tasks, projects, clients and services specified in your CSV file. If they already exist, we'll associate the imported time entries to them. Otherwise, we'll first add them to your account and then associate the corresponding time entries to the newly created objects.

Supported Date Formats

We'll try to automatically identify the date format of your timesheet. But you can also select the correct one in the Settings panel displayed on the to right corner of the screen. The following date and time formats are supported:

  • MM/DD/YYYY (e.g. 04/25/2016 for April, 25 2016)

  • DD/MM/YYYY (e.g. 25/04/2016 for April, 25 2016)

  • YYYY-MM-DD (e.g. 2016-04-25 for April, 25 2016)

  • DD.MM.YYYY (e.g. 25.04.2016 for April, 25 2016)

  • YYYY.MM.DD (e.g. 2016.04.25 for April, 25 2016)

  • YYYY/MM/DD (e.g. 2016/04/25 for April, 25 2016)

  • hh:mm:ss for 24-hour clock, e.g. 18:59:00

  • hh:mm:ss [am/pm] for 12-hour clock, e.g. 06:50:00 pm

📝 Start and end dates must include the full date and time in one of those formats.

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