How to import clients

Now you can import your clients to Hubstaff via .CSV, .XLS, or .XLSX making it easier to bulk upload your project list into your Hubstaff organization. To do this, follow these steps:

Step 1

Firstly, navigate to Project management > Clients.

menu project management clients

Step 2

Next, click on the Import clients button.

Screenshot 2022 12 23 at 8.52.02 AM

Step 3

Click on Download the template here to see the specific format prior to uploading your CSV file.
import clients download template

Step 4

Next, open the CSV file. The file will include these rows and columns:

  1. Project name
  2. Billable – Yes or No
  3. Record activity? – Yes or No
Name Billable? (Yes/No) Record activity? (Yes/No)
EXAMPLE NAME 1 – REMOVE OR CHANGE Yes Yes
EXAMPLE NAME 2 – REMOVE OR CHANGE Yes No
EXAMPLE NAME 3 – REMOVE OR CHANGE No No

Replace the data with your projects and settings then save the CSV file.

Step 5

Go back to the Import projects dialog, then click on Browse files, or drag the CSV you just saved to the dialog box.
browse files

Step 6

After successfully uploading the CSV file, click Import.

 import button

Step 7

Finally, you’ll receive a notification that the file is being processed and you will get an email when ready.

import project notice

This process usually takes a minute, but may increase depending on the number of projects you’re attempting to import. Below is a sample email upon completion of the import.

 

email notification

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