Home‎ > ‎Modules‎ > ‎

Module: Import


Important notice:
We strongly recommend to use the free LibreOffice or Google Spreadsheet to build the CSV import files.

Some versions of Microsoft Excel are very poor at managing CSV files and the UTF-8 
encoding.
Feel free to contact us at support@beebole.com before importing your file.




Instead of adding them manually, this module allows you to import all the entities you will need to fill your timesheets with beebole:
  • clients
  • projects
  • subprojects
  • tasks
  • people
  • teams
  • project managers
  • absences
  • previous timesheet records
  • groups
  • specific tasks
  • exclusive members

How to import data?

  1. Pick a CSV templates below. Click the name to get more information about the template:

    1. Clients, projects and subprojects ( CSV )

    2. Your staff ( CSV )

    3. Project Managers ( CSV )

    4. Teams ( CSV )

    5. Tasks ( CSV )

    6. Past time records ( CSV )

    7. Absence quotas ( CSV )

    8. Absence time records ( CSV )

    9. Groups ( CSV )

    10. Specific tasks ( CSV )

    11. Exclusive members ( CSV )


  2. A template, is a Google Spreadsheet and look like this:



    • The column header shows the entity name(company, project, ...)

    • When there is an orange corner on a header box, mouse over it to see the helper comment.

    • The import will work fine even if you don't fill the columns flagged as ** OPTIONAL **, see the helper comment
      eg: if you don't have ID's, or you don't use sub-projects. Just leave these columns blank.

    • There is a hierarchy in the data
      If you import projects, you need to fill out the column Company.
      If you import subprojects, you need to fill out the column Project.



  3. click File  Download as  CSV(current sheet)
    The CSV file will be downloaded to your computer.

  4. Build the file with your data
     
  5.  Click the button: Import your file 

  6. Pick the file you built (at the step 4)

  7. The import will start automatically. You can either wait or tick the option to receive an email when the import is done.

About IDs

You shouldn't give any meaning to the internal ID we use.
If you need ID's for another system — eg: client IDs for accounting, or people IDs for payroll — you can use the ID column.
If not, just leave the column empty, and the import will try to match by the names.

Undo your last import

Once you have imported your data you will see in Data Import a summary of the import.
Please check it carefully in case of errors(in red) and warnings(in orange).



The records imported successfully appear in green, or without a comment.

Or just simply to check if the imported data looks what you were expecting.

If you see something wrong in this summary, you have the option to undo the import.
Please note this works only for the last import.


A hint

Start with just few lines for a new import, especially if this is your first one.
Run the import and check carefully the result, before launching the real one.


How it works?

When you have selected your file, it is sent from your computer to our server.
Your background job is then placed in a queue waiting to be run.
If you are the first in line, it is executed immediately. If not you get the approximate time to completion.
Either you wait, or choose the email notification option to be warned when it is completed.

Comments