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how to import a list of clients

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    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

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    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

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    Is there an update on the timing for this?

    Thanks,
    Brendan

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    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

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    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.

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    ## 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.

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    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.
    • Michael
    • Oct 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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