Productive

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

CSV Data Imports: Overview

Learn how to import tasks using the Tasks CSV template.

Importing Tasks from CSV

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

Importing Companies and Contacts from CSV

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

Importing Users from CSV

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

Importing Expenses from CSV

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

Importing Rate Cards from CSV

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

Importing Time Entries from CSV

Efficiently manage absence allowances with the CSV importer. Ensure absence categories are set up, then use CSV templates to for updates.

Importing Absence Allowances from CSV

Easily manage and import absence bookings in Productive using CSV templates. Ensure users have allowances to avoid errors during import.

Importing Absence Bookings from CSV

Importing Data from CSV Templates

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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