Import time entries into Planio via CSV files » History » Sprint/Milestone 1
Gregor Schmidt, 03/12/2018 01:54 PM
1 | 1 | Gregor Schmidt | # Import time entries into Planio via CSV files |
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3 | You probably know, that you may book time on issues or projects via [Planio Time Tracking](https://plan.io/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. |
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5 | {{>toc}} |
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7 | 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. |
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9 | ## Preparing the CSV file |
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11 | 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. |
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13 | Your CSV file can have the following headers. You’ll find a sample CSV file here: attachment:example.csv. |
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15 | | Values | Notes | |
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16 | | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | |
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17 | | 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. | |
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18 | | 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. | |
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19 | | Subject | The subject of the issue. This is required | |
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20 | | Description | Enter the text describing the issue. | |
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21 | | Priority | Enter the name of one of the priorities listed in your Planio account. You’ll find their names in **Administration -\> Enumerations** | |
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22 | | Category | The category of the issue. New categories may created automatically during the import, if need be. | |
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23 | | 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. | |
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24 | | 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. | |
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25 | | Private | This selects whether the issue will be private for the assignee or not. Enter `1` to make the issue private or `0` otherwise. | |
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26 | | Start date | Enter the start date in your preferred date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | |
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27 | | Due date | Enter the due date in your preferred date format (e.g. MM/DD/YYYY or DD.MM.YYYY). | |
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28 | | Estimated time | Enter a number for the estimated number of hours (e.g. 15). | |
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29 | | % Done | Enter a number for the percentage done (e.g. 27). | |
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31 | ## Importing the CSV File |
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33 | 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. |
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35 | {{figure(Click on Import in the sidebar on the right) |
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36 | !time-entries-page@2x.png! |
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37 | }} |
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39 | Then, select your CSV file using the file picker. |
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41 | {{figure(Upload the CSV file using the file picker) |
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42 | !file-selector@2x.png! |
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43 | }} |
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45 | On the next page, you can select options for importing the CSV File |
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47 | {{figure(Select the options for importing the CSV file based on how your CSV file is formatted) |
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48 | !import-options@2x.png! |
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49 | }} |
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51 | | Option | Notes | |
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52 | | --------------- | ---------------------------------------------------------------------------------------------------- | |
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53 | | Field separator | You can select between comma separated values or semicolon separated values | |
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54 | | Field wrapper | You can select between double quotes or single quotes. | |
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55 | | Encoding | You can select the encoding for the CSV file | |
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56 | | 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) | |
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58 | 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. |
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60 | {{figure(Assign each column in the CSV file to a time entry field) |
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61 | !field-mapping@2x.png! |
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62 | }} |
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64 | Once you’re done assigning the values to each field, you can click on import to start the import. |
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66 | 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. |
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68 | {{figure(A list of the errors encountered during the import) |
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69 | !import-error@2x.png! |
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70 | }} |
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72 | If all goes well, you’ll see a list of the imported time entries. |
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74 | {{figure(You'll see a list of the created time entries.) |
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75 | !successful-import@2x.png! |
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76 | }} |
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78 | That's how you can import time entries or time bookings into Planio using the CSV importer. |