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Import issues from CSV files Import contact data from CSV files

Import time entries into Planio from CSV files

You probably know, that you may book time on issues or projects via Planio Time Tracking. However, if you've decided to track your time outside of Planio, it's also possible to import your time entries from Comma Separated Values (CSV) files using the importer in Planio.

There are two steps to this process. First, you need to prepare a CSV file for import. Second, you have to carry out the import. We’ll cover both in this guide.

1. Preparing the CSV file

You need to export your time entries or time bookings in the CSV format. You can save most Excel sheets as CSV files by clicking on File → Save As… and then selecting Comma Separated Values as the format from the drop-down menu.

Your CSV file can have the following headers. You’ll find a sample CSV file here: example.csv.

Values Notes
Activity This field is used to determine the kind of activity. This should map to an existing activity and it needs to be enabled within the target project. You’ll find their names in Project page → Settings → Activities. This field is optional. Alternatively, you may select a fixed activity for all new time entries when configuring the import.
Issue A time entry may belong to a single issue. Fill this column with the issue ID (e.g. 4711). This field is optional. If left blank, the time entry will be associated with the overall project.
Date Enter the date in your preferred date format (e.g. MM/DD/YYYY or DD.MM.YYYY). This field is mandatory.
Hours Enter a number for the spent time in hours (e.g. 15). This field is mandatory.
Comment Enter a comment describing the work. This field is optional.

2. Importing the CSV File

Now, you have a CSV file ready for import. The next step is to import it into Planio. You’ll find the button for the Import on the spent time page in the sidebar.

Click on Import in the sidebar on the right

Then, select your CSV file using the file picker.

Upload the CSV file using the file picker

On the next page, you can select options for importing the CSV File

Select the options for importing the CSV file based on how your CSV file is formatted

Option Notes
Field separator You can select between comma separated values or semicolon separated values
Field wrapper You can select between double quotes or single quotes.
Encoding You can select the encoding for the CSV file
Date format You can select one of five date formats (YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYY, DD.MM.YYY or DD-MM-YYYY)

First you have to select a target project for the import. Then, you have to map the values from the CSV files to time entry fields in Planio. You can select each value from the drop-down menu beside each attribute. You’ll also see a file content preview further down, so you can make sure you’re importing the right data.

Assign each column in the CSV file to a time entry field

Once you’re done assigning the values to each field, you can click on import to start the import.

If you encounter any problems, you'll see a page with the errors and the import will not be carried out. You can restart the import once you've fixed the problems in the CSV file.

A list of the errors encountered during the import

If all goes well, you’ll see a list of the imported time entries.

You'll see a list of the created time entries.

That's how you can import time entries or time bookings into Planio using the CSV importer.



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