Import time entries into Planio via CSV files » History » Revision 1
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Gregor Schmidt, 03/12/2018 01:54 PM
Import time entries into Planio via 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.
- Table of contents
- Import time entries into Planio via CSV files
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.
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 |
|---|---|
| Tracker | The tracker of the issue. This is needs to map a name of an existing tracker in your project. You’ll find their names in Administration -> Trackers. If you don't provide this column within the CSV, you may select a tracker for all new issues during the import. |
| Status | The status of the issue. This is needs to map a name of an existing status available for the selected tracker. You’ll find their names in Administration -> Issue statuses. If you don't provide this column within the CSV, the default status will be used. |
| Subject | The subject of the issue. This is required |
| Description | Enter the text describing the issue. |
| Priority | Enter the name of one of the priorities listed in your Planio account. You’ll find their names in Administration -> Enumerations |
| Category | The category of the issue. New categories may created automatically during the import, if need be. |
| Assignee | Enter the First and Last Name, login or email of the person to whom you want to assign the issue. You’ll find those details in Administration -> Users. Make sure the person is a member of the project before assigning them issues via the importer. |
| Sprint/Milestone | Enter the name of the milestone or sprint to which the issue should be assigned. New sprints/milestones may be created automatically during the import, if need be. |
| Private | This selects whether the issue will be private for the assignee or not. Enter 1 to make the issue private or 0 otherwise. |
| Start date | Enter the start date in your preferred date format (e.g. MM/DD/YYYY or DD.MM.YYYY). |
| Due date | Enter the due date in your preferred date format (e.g. MM/DD/YYYY or DD.MM.YYYY). |
| Estimated time | Enter a number for the estimated number of hours (e.g. 15). |
| % Done | Enter a number for the percentage done (e.g. 27). |
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.
!time-entries-page@2x.png!
Then, select your CSV file using the file picker.
!file-selector@2x.png!
On the next page, you can select options for importing the CSV File
!import-options@2x.png!
| 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.
!field-mapping@2x.png!
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.
!import-error@2x.png!
If all goes well, you’ll see a list of the imported time entries.
!successful-import@2x.png!
That's how you can import time entries or time bookings into Planio using the CSV importer.
Updated by Gregor Schmidt about 6 years ago · 1 revisions
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