Sales
To import time tracking entries
- From the navigation menu, select “Time Tracking“.
- Select “Time Tracking“.
- Click the button “Import“.
- Complete the step “Import Options“
- Click “Choose File” to browse your device and upload the file.
- Make sure it’s a CSV file.
- Select “Delimiter” from the drop-down menu.
- Comma Separated
- Semi column Separated
- Tab Delimited.
- “Import First Row” Checkbox: Option to tick the checkbox in case you wish to import the first row in the file.
- Click “Choose File” to browse your device and upload the file.
- Click “Next Step“.
- Complete the step “Field Mapping“: Map the system fields’ onto their correspondent column headers in the imported file.
- Project: Select the corresponding field to “Project” in the file using the drop-down menu.
- Activity: Select the corresponding field to “Activity” in the file using the drop-down menu.
- Time: Select the corresponding field to “Time” in the file using the drop-down menu.
- Date: Select the corresponding field to “Date” in the file using the drop-down menu.
- Description: Select the corresponding field to “Description” in the file using the drop-down menu.
- Note that fields with the same name are mapped automatically.
- Click “Import“.
- You’ll get to the “Result” view of the records imported successfully and the records that failed to be imported (if there were any).