Type: article, read
Duration: > 3 min
What
A step-by-step guide to import employees, hours, customers and projects.
For whom
Administrator
It is been made very easy to import customers, projects, hours and / or employees in TimeChimp. By following the steps below, you will be able to import loads of data in just a few minutes.
First things first, where can you find the import function? ‘Import’ can be found under the general settings (accessible via the gear icon next to your username) in the main menu. Then click on the "Import" section at the bottom of the left bar and click on CSV/Excel.
Import
In just five steps you will know how to do a csv import!
Step 1
Create a list in Excel of the desired import, for example customers. You can use column names, but this is not necessary. Adding column names makes it easier for you to process your file.
When you're done adding customers and ready to import, choose 'Save as' (or 'Save as') and then 'Comma Separated Values (.csv)'. Please note: Within TimeChimp there is a limit of 500 lines. Do you have more than 500 lines? Then create multiple files of up to 500 lines each.
Below step 5 you will find some sample import files so that you get an idea of how it should be made.
Step 2
Upload this file in the CSV import wizard. Choose what you want to import (clients, projects, hours or employees) and click on 'Start upload'.
Step 3
Match the desired columns from your file with the fields that you want to fill.
If you select a date column, indicate the format of the date.
Hours may not be longer than 24 hours and in the following format: 88.58.58: 30.
Step 4
When you have selected all the columns, press 'Start import'. Your CSV file is imported.
Step 5
You receive feedback about the status of your import. Did the import succeed? Then you will receive a success message. If your file has not been imported, you will receive a message why it failed. You can return to the previous screen to upload another file or select other columns.
Please note: make sure there are no empty lines in your CSV file. Does the import keeps failing? Contact the support via the chat.
Example import files
Matching
Upon import, your data from your file (for example, customers and / or projects) is matched on certain fields. If these fields are not present in your current environment, the fields are created. Does the field already exist? Then it is updated with the new data. Capital matching is not taken into account when matching.
Customers: Customers are first linked by client number. If no client number is present (with current customers and customers from the import), the customer is linked by name. Is there no match? Then a new customer is created.
Projects: Projects are first linked on project code. If no project code exists (for current projects and project from the import), the project is linked by name. Is there no match? Then a new project is created.
Hours: When importing hours, the registration is linked to customer, project, activity and / or employee. When importing hours, a customer, employee and activity must always be present. Does the customer / activity or employee not yet exist? Create it first before import.
Employees: Employees are matched by e-mail address. Is the e-mail address already known? Then the import is not possible. Does the email address not yet exist? Then a new employee is created.