Productive

A complete guide to importing and migrating data into Productive, including CSV and Harvest integrations.

Data Import

We can help you with data import and data migration.

Import companies, contacts, entitlements, expenses, rate cards, time-off bookings, users, and time entries using CSV templates.

Learn how to import tasks using the Tasks CSV template.

Importing Companies and Contacts into Productive is easy. Follow the steps to smoothly import and manage your data.

Easily import multiple users with CSV files to save time and ensure data accuracy. Ensure you have enough paid seats to avoid errors.

Simplify expense management by bulk importing expenses using CSV templates. Follow the steps to ensure accurate and efficient data entry.

Simplify pricing management by importing rate cards via CSV files. Easily update and manage default and client-specific rate cards.

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

Efficiently manage time-off allocations with the CSV importer. Ensure time-off categories are set up, then use CSV templates to for updates.

Easily manage and import time-off bookings in Productive using CSV templates. Ensure users have allocations to avoid errors during import.

This guide helps you understand how Productive's terminology compares to Harvest and provides steps for importing data from Harvest.

Learn how to import your data from Harvest into Productive, including details on what data can be imported.

Learn how financial data from Harvest is mapped to Productive's budgeting system, and the differences between the two platforms.

Find answers and get help from Intercom Support and Community Experts

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