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Importing Tasks as a CSV

  • You can add multiple tasks at once using a csv template

How Can I Mass Import My Tasks?

  1. On the Tasks page of the web portal, click the Import Tasks button in the upper right corner.

  2. Click Download Template to receive the blank CSV file and open it in a spreadsheet editor.

  3. In Column A, enter the Task name.

  4. In Column B, enter "yes" if the task is billable, or "no" if it is not (This is case sensitive).

  5. In Column C, enter the Job ID for the job you'd like to assign the task to. You can find the Job ID in the URL of the job in Timeero.


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  6. To assign a task to multiple jobs, separate each Job ID with a comma.
  7. Enter a description if needed. This field is optional.
  8. Save the file as a CSV.
  9. Click the Upload CSV button and select your filled out CSV.
  10. Match your CSV columns with the corresponding field in Timeero. You can click the Map Common Fields button, and it will try to match columns that have exact name matches; otherwise, pick from the drop-down menu. Fields marked with an * symbol are required fields.
 

The import may take several minutes, depending on how many tasks you are importing at once. 

 

FAQs

How Do I Input Non-ASCII Characters?
If you are using CSVs to input non-ASCII characters, you will be required to select Unicode encoding. Otherwise, any invalid characters will be marked with a ?.For example, in Microsoft Excel:
  1. Click Save as...
  2. Click the drop-down menu next to File format
  3. Select CSV UTF-8 (Comma delimited) (.csv) from the drop-down menu
  4. Click Save
When editing your spreadsheet in Google Sheets, downloading the file to a .csv will automatically have the UTF-8 form.
 
Why didn't all of my tasks import?

Some columns are case sensitive. Double check to make sure the formatting matches the template exactly.