Settings & admin

Import time, clients, and members

Bring in past time, projects, clients, categories, and people.

Bring in time, projects, clients, categories, and people from another tool or a spreadsheet. You review everything before it’s added.

Choose what to import

• Time entries: logged time from Toggl, Harvest, Clockify, or any CSV. Select Import time.
• Projects: names, clients, codes, and budgets from a spreadsheet, PDF, or list. Select Import projects.
• Clients: names, codes, and hourly rates from a spreadsheet or pasted list. Shown when Clients is turned on. Select Import clients.
• Categories: activity types and their subcategories. Select Import categories.
• Members: people from a list of emails or a spreadsheet. Select Import members.

Import past time entries

1. 1
   Export a CSV
   Export your time as a CSV file from the old tool. Spreadsheet files must be saved as CSV first.
2. 2
   Upload the file
   Select Import time and drop the file. Timeglass reads the column names and a small sample to work out the format.
3. 3
   Check the matches
   Review the Columns, then check how People, Projects, Clients, and Categories in the file match Timeglass. Missing projects and clients can be created as part of the import.
4. 4
   Set the options
   Under Options, limit the import to a date range, choose rounding, and decide whether to skip days that already have time in Timeglass.
5. 5
   Preview and import
   The preview shows totals per person, project, and month, plus any rows left out and why. If you change a match or option, select Update preview first. When it looks right, select Import followed by the number of entries, then Import again to confirm.

Each imported row becomes an approved activity. If something is wrong, select Undo import on the result screen. Undo removes every entry the import wrote, including any edited since. Projects and clients it created stay.

Import clients or members

Drop a CSV or Excel file, or paste a list with one row per client or person. Review the table, edit anything that needs it, then confirm. Rows that already exist are left as they are. If a row matches an archived client, that client is restored.

For members, set each person’s role and team, then choose Add and send invites or Add without emailing. Invites you don’t send wait under Settings → Members, where you can send them later.