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Importing Time Entries from CSV

Simplify your time entry process by importing time entries in bulk via CSV. Easily manage multiple projects and team timesheets.

Updated over a week ago

Simplify your time entry process by importing time entries in bulk using Productive's CSV importer.

Whether you're updating time entries for multiple projects or managing team timesheets, CSV import is a convenient solution.

How to Import Time Entries

To get started, download and fill out the "Users" CSV template with your data:

  1. Navigate to Settings > Data import.

  2. Select "Download .csv templates" and download the "Time entries" CSV template.

The file you download will contain several columns:

Project

Enter the project's exact name.

Budget

Specify the exact budget name (if the time entry is on a budget).

Deal

Specify the exact deal name (if the time entry is on a deal).

Client

Specify the client company.

Service

Input the service name.

Service Type

Define the service type.

Person

Provide the user's email associated with the time entry.

Date

Enter the time entry date in the format: YYYY-MM-DD (or YYYY-M-D).

Note

Optionally, include a note describing the time entry.

Time (minutes)

Input the duration of the time entry in minutes.

Uploading the Template and Fixing Errors

After completing the template, upload it:

1. Drag and drop the filled template into the upload box or manually upload it.

2. Productive will automatically check for errors. Any identified errors will be marked with a warning symbol (⚠️), which you can hover over to pinpoint specific problem areas.

3. You can edit data directly within the import popup to fix errors without saving and re-uploading the CSV file.

After making edits, select "Check for errors" to ensure a smooth import process.

Completing the Import

Once all errors have been resolved, proceed with the import by clicking "Proceed to import" and then "Import" on the subsequent screen.

After successful upload, review the imported data directly in the budget (Time tab), in the Time tab under Company time, or in any of the Time entry reports.

Useful tips

  • Do not delete or remove any columns from the CSV file template. If certain fields are not applicable, simply leave those columns empty without deleting them. Maintaining the integrity of the template structure ensures smooth data import processes!

  • Ensure that the date format in the CSV file is YYYY-MM-DD (or YYYY-M-D) to avoid parsing errors during the import.

  • Take advantage of the inline editing feature to fix any errors in the imported file efficiently.

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