You can import data into by using CSV Comma Separated Value. A type of text file that you can use to import data into from other applications. files. These files can be created in a spreadsheet or text editor, or by exporting them from other applications.
Open any of the articles below for full details of data import options and sample CSV import templates.
Additional data import types will be available soon.
Importing data into
- Import clients
- Import client contacts
- Import costs
- Import custom fields
- Import custom field values
- Import jobs
- Import job costs
- Import job tasks
- Import leads
- Import suppliers
- Import supplier contacts
- Import tasks
- Import timesheets
Frequently Asked Questions
Can I remove failed imports from the Import tab?
Yes, from Settings - Imports, you'll be able to see all your import files and their status. For any that were cancelled or failed, you can click the 3 dots to the right-hand side of the line, and select remove. This will clear it from the current screen.