You want to switch from the TimeTrack Pro Version to TimeTrack Enterprise? We will make sure that all your data is imported easily and securely. Follow 7 simple steps to do so and TimeTrack will take care of a fast data import!
First of all, you will need a TimeTrack Cloud account – create it directly in the Pro or Free App. In the Web App of the Cloud Account, go to Settings > Data Export. Here you can select and deselect export fields for time entries and expenses, if you don’t need or want to change all of them. Then enter your email address to which the CSV files will be sent.
After that, check your emails: the CSV files should already be in your inbox after a few seconds.
Next, log in to TimeTrack Enterprise. Before you start the import, we would advise you to first remove the demo data created by TimeTrack. You can easily do this under Settings, in the General Menu.
Now create a user in the Enterprise version. This user will be assigned all the projects you will import.
Go back to Settings and import the customers first. You can choose which data you want to import, from the dropdown menu. Then upload your file with the customer data. You can select which fields from the CSV file should correspond to the fields in TimeTrack. The headers must be present in the file.
After all the fields are defined, press check and wait for a notification via e-mail. You will receive it as soon as the data import is completed.
Do the same to import your projects, time entries and expenses. You will receive an email notification each time another import is completed. Now you can continue to use the data from the Pro Version on TimeTrack Enterprise without any problems.
To make data import from other programs even easier for you, we have prepared a few import templates for you.
Download the file, edit the file in a simple text editor or directly in Excel. When opening in Excel, you need to import the file if the Excel does not recognize , as a separator. When importing into Excel, you will be asked if you want the separator to be ; or ,.
Then save the file in CSV file format.
Import Template – Clients
Import Template – Projects
Import Template – Tasks
Import Template – Attendances
Import Template – Time Entries/ Project Hours
Your TimeTrack Team
Time management is an important topic for companies, whether small or large. As a trained business economist and expert at TimeTrack for many years, I deal with the topic of time tracking on a daily basis. I would like to share with you the tips and tricks I have discovered in the field.
I also like to write about my experiences in project management. I attach great importance to team management, manageable work processes and transparent communication – in my opinion the basics for every successful project.
