Moving to Productive, or adding a lot of data at once? Import it from CSV files, using the templates Productive gives you.
You can import companies, contacts, absence allowances, absence bookings, expenses, rates, users, and time entries in Settings > Data import. One import can have up to 999 rows. Tasks are imported from inside a project: see Importing Tasks from CSV.
đ Coming from Harvest? Use Import from another system on the same page. See Importing Data from Harvest to Productive.
Download the Templates
In Settings > Data import, click Download .csv templates and download the templates you need.
Fill In the Templates
Add your data to the templates. Donât delete any columns, even ones you donât need: leave them empty instead.
Write dates as YYYY-MM-DD, with dashes, not slashes.
Using Numbers on a Mac? Turn off smart quotes before you export to CSV (Numbers > Settings > Auto-correction > Formatting). Otherwise quotation marks and apostrophes in your text can cause errors during the import.
Upload and Check the Files
Drag your files into the upload box, or click it to choose them.
Productive checks each file. A green checkmark means itâs ready to import. A â ď¸ means some data needs fixing first.
Fix Errors
Click the arrow next to an import to see its errors. Hover over a â ď¸ to see whatâs wrong.
Fix the data, then click Check for errors to make sure everythingâs resolved. To skip the problem rows instead, click Remove all rows with errors. To focus on them, use Only show rows with errors.
You can edit the data right in the import window, without changing and uploading the CSV file again. Click Check for errors after your changes.
Instructions for Each Type of Data
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1) Importing Companies and Contacts
Check out this article if you want more information on importing contacts and companies to your account.
2) Importing Absence Allowances
Follow additional instructions on importing absence allowances here.
3) Importing Expenses
Check out this article for more information on importing expenses.
4) Importing Rate Cards
Check out this article for more information on importing rate cards.
5) Importing Absence Bookings
Follow additional instructions on importing absence bookings here.
6) Importing Users
For more information on how to import users into your account, check out this article.
7) Importing Time Entries
Check out this article for more information on importing time entries.
Importing Tasks
To import tasks, navigate to a dedicated Project screen and select the relevant option there. Find out more about importing tasks here.
Undo an Import
Within 24 hours of a CSV import, you can remove everything it added. For older imports, contact our support team.
đ Imported users canât be removed this way. Deactivate them instead.
Go to Settings > Data import and scroll to Import history.
Find the import and click the Revert import icon.
Type REVERT to confirm and click Yes.
