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Module: Import



Instead of adding them manually, this module allows you to import all the entities you will need to fill your timesheets with BeeBole:
  • Companies/Customers
  • Projects
  • Subprojects
  • Tasks
  • People data (Employees, Contractors, ...)
  • Teams
  • Project managers
  • Absence time entries
  • Time entries
  • Groups assignment
  • Specific tasks
  • Exclusive members
  • Standard costs

How to import data?

  1. Click the name of the template to get more information about it ( make your copy of that file if you use Google Spreadsheets )
    Then click the corresponding CSV link to download it to your computer and edit it with Excel, LibreOffice, etc.
     
    1. Companies, projects, sub projects ( CSV )

    2. People data ( CSV )

    3. Project Managers ( CSV )

    4. Teams ( CSV )

    5. Tasks ( CSV )

    6. Time entries ( CSV )

    7. Absence quotas ( CSV )

    8. Absence time entries ( CSV )

    9. Groups ( CSV )

    10. Specific tasks ( CSV )

    11. Exclusive members ( CSV )

    12. Standard costs ( 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

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.