Here is how to prepare your CSV file for importing, and have an overview of your project and all the data related
🌟 This feature is included in the STARTER Plan and above
If you're the Admin/Owner of the account, it's possible to import Projects and Phases inside Timeneye from a CSV file.
How to prepare your CSV file for importing
Before importing your projects and phases, there are a few requirements to check so that the CSV can be processed:
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Choose a separator for your columns;
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One column has to be the Projects column. You can have additional columns for phases, members and clients, do not worry about the order for them;
How to import projects and phases
The Import function is located under Data management in the main menu on the left.
1) In the Import data view, click on CSV-Projects;
2) Drag and drop your CSV file or select it from your Computer;
3) Once the file is uploaded, you will be redirected to a data upload view:
- You’ll need to specify whether the first row of your file contains column titles or actual data;
- You will have to match each column from the CSV file with the corresponding element on Timeneye:
4) Almost there! Click on Upload file. The import will begin processing. When the file is ready, you should see a “Import completed” alert. Click Done to go back to the Import page.
To start a new import, go back to the Import page. You’ll also find a recap displaying your recent import sessions along with their status.
Have a question? Need assistance?
Make sure to drop us a line at support@timeneye.com