Easily import tasks, contacts, invoices and more (see full list below) using our built-in importer with an advanced data matching system.

You can import:

  • Projects

  • Tasks

  • Contracts

  • Invoices

  • Proposals

  • Contacts

  • Companies

Preparing your data for import

You can upload your import file and use our advanced data matching system to ensure your file is in-line with our importing or simply use the templates we've created for you below:

To ensure your import goes as smoothly as possible we recommend utilising the .csv file templates we've created for you below, or just simply upload your existing file and use our data matching system.

Import templates

The .csv (Comma Separated Values) file format is universally used across many tools as a lightweight method of moving large amounts of data.

Navigating to importer

  1. Navigate to People, Companies, Tasks, Projects, Invoices or Contracts.

  2. Click on Import/Export located in the utility bar.

  3. Click Import and follow the three step process below to import your data.👇

1) Upload the import file

After preparing your .csv file for import following templates above. Upload your .csv file and click next.

2) Import options

  1. Select the date format used in your .csv.

  2. Select the time format used in your .csv.

  3. Select First row is a header if your .csv contains column title row. Importer will ignore the first row when On.

3) Match dataset

  1. Select from the dropdown the dataset that matches your .csv title row below in step 2.

  2. Here you can see your file's first row. Match the dataset with your title.

  3. Here you can see the first few rows of data in your file and can view all columns by scrolling to the right.

Once all datasets are matched to the provided drop-downs, click Complete import.

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