There are a few ways to bring your existing data into Productive, depending on where it comes from and how much there is.

Use CSV templates to import companies, contacts, absence allowances, absence bookings, expenses, rates, time entries, and users. You’ll find them in Settings > Data import, along with the history of your imports, where you can undo an import.

👉 See CSV Data Imports: Overview.

Coming from Harvest? On the same page, use Import from another system to bring in your projects, budgets, people, and time.

👉 See Importing Data from Harvest to Productive.

Tasks are imported into a task list inside a project: open the task list’s menu and select Import tasks from CSV.

👉 See Importing Tasks from CSV.

Moving a lot of data from another tool, or data with a complex structure? Contact us through the in-app chat. We’ll look at what you need and help you plan the move.