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Import your projects

Learn how to import all your projects from a spreadsheet into TrackingTime.

Carla avatar
Written by Carla
Updated over a week ago

Add your projects and their information using the Data Import tool. You can easily import all your projects from a CSV file into TrackingTime following these steps below.

Import your projects into TrackingTime

Roles: Administrators | Free Feature

How to batch import projects:

  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 projects"

  4. Copy and paste your project sheet or upload a CSV file from your computer.

  5. Once you have imported the file, you'll need to match the columns.

  6. Once all mandatory columns were filled in, and there are no errors, click on "Import" at the right bottom corner of the screen.

  7. Finish by clicking on "Confirm".

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

Supported Parameters

The data import tool supports projects with the following parameters or columns:

  • User email: the email address of the person who will be assigned to the project/task (e.g. admin@trackingtime.co). Leave the row empty for unassigned tasks, or write "everyone" to assign the task to the entire team.

  • Task name: Task that will be imported and it is associated with a project. (e.g. Task I)

  • Project name (mandatory field): The project that will be imported. (e.g. Project X)

  • Due date: task deadline (e.g. 15/08/2021)

  • Estimated time: # hours that the task is supposed to take. (e.g. 50)

  • Is billable: true or false.

  • Is Public (mandatory field): true or false.

  • Hourly rate: # value. (e.g. 15)

  • Client: projects can be associated to a client (e.g. ABC)

  • Service: projects can be associated to a service. (e.g. Consultancy)

📝 We'll look in your account for tasks, projects, clients, services and users specified in your CSV file. If they already exist, we'll associate the imported data to them. If not, we'll add them to your account and then associate the corresponding data.

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

Add extra project information

The Import projects page will have as mandatory columns Name and "Is Public". If you have more project 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 a Project level.

How to create a Custom Field on a Project level:

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

  2. Switch to the Project tab and click on + Add Project 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.

Supported Date Formats

We'll try to automatically identify the date format of your file, 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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