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:
Navigate to Settings > Data import.
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.
