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how to import a list of clients

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  1.  
    • CommentAuthormlandis
    • CommentTimeDec 13th 2007
     
    Hello,

    Am I really missing something? I have a list of clients I want to import (not retype). I'm guessing I'm missing something right in front of me...

    Thanks,
    Matt
    •  
      CommentAuthorMichael
    • CommentTimeDec 13th 2007
     
    Matt,

    Presently Intervals does not have a client import mechanisms only export capabilities, but this is on our roadmap and has gained more interest lately. We plan to start developing an API and a data import the first quarter of next year. I agree that we really need to make it easier to get data into Intervals.

    Thanks for the suggestion - Michael
  3.  
    Is there an update on the timing for this?

    Thanks,
    Brendan
    •  
      CommentAuthorjdriller
    • CommentTimeMar 26th 2010
     
    I see that this may be in beta, but cannot find any further information. I am trying to decide between Intervals and Freshbooks. I am currently entrenched in Freshbooks and this would be a huge push for me [not trying to incentivize, just trying to explain why I'd bother being motivated to ask so urgently ;-)].

    Thanks,
    Jen Driller
    •  
      CommentAuthorMichael
    • CommentTimeMar 26th 2010
     
    You best bet is co directly contact our support team. Please feel free to email support@myintervals.com or click on the feature request link within your account and let us know that you are interested in the client import. Typically we receive a sample CSV file and our development team reviews it. If things look good we can run the import on your behalf.
    •  
      CommentAuthorMichael
    • CommentTimeJun 24th 2010
     
    ## Update ##

    The client import launched in April and it is available by navigating to Options >> Settings & Defaults >> Import Data. There is a sample CSV file available that can be used as a template for the import. The next import scheduled to go live is a person import.
    •  
      CommentAuthorMichael
    • CommentTimeJun 30th 2010
     
    The person import is officially live. If you navigate into the people section there is an import link or you can navigate into the import data section within settings & defaults.
    •  
      CommentAuthorMichael
    • CommentTimeOct 7th 2011 edited @ 10/07/2011 10:31 am
     
    If you need more information on running any of the import please have a look at this forum discussion with tips and tricks, required fields, etc.

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