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Tips & Tricks

Can I import data?

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    • Michael
    • Nov 20th 2010 edited @ 10/07/2011 10:38 am

    You sure can. Simply navigate to Options >> Settings & Defaults >> Import Data. The following items can be imported and there are template files available on the import data page.

    • Clients
    • Projects
    • Tasks
    • People
    • Milestones
    • Time
    • Invoices
    • InvoiceLine Items
    • Invoice Notes
    • Payments
    • Expenses

    Data can be imported in the comma, tab and pipe delimited formats. If you have any questions or troubles importing data please contact our support team at

    If you need help with the data imports this forum discussion with required fields, data mapping, etc. might be worth a look.

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