The basic importing scenario is that you can have time logs info stored values in a CSV file, which will be imported to Easy Projects using a wizard.
To be imported into Easy Projects, a CSV file must have values in their respective columns or field headers and the values are separated by a list separator (default is a comma). An example of CSV file columns/fields headers:
- Entry Date
A portion of a source CSV file might look like this:
5/19/2010,3,Test TimeEntry 01,true
5/20/2010,4,Test TimeEntry 02,true
5/20/2010,5,Test TimeEntry 03,false
As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for human readability purposes, having this info included in the file can wreak havoc during import. For this reason, you will have the option to skip the first line while importing data from a CSV file, and you need to choose to do that if you have column/field header info in your csv file.
To import an activity, follow these steps:
- Go to Tools | Import | Time logs.
- From a drop-down list in the User field, select the user you wish to import the time logs to.
- From a drop-down list in the Project field, select the project you wish to import the time logs to.
- From a drop-down list in the Activity field, select the activity you wish to import the time logs to.
- Once in the Import time logs screen, click on "Choose file", and find the source CSV file.
- Select a list separator.
- Select the Skip first line of the file checkbox (refer to the second above) if required.
- Click 'Next'.
- Perform field mapping, i.e. link fields of time logs being imported with EP ones. Use 'Add fields' to get new fields to map.
- Click 'Import'.
You will get a message ‘Import completed. X records were imported successfully.’ if import has been successful.
If the import is Not successful or only partially successful - only some records were imported - then EP will give you a message, with more details and where to look for the problem data, in the CSV file.
Note: If you are planning to import a Large set of data, it's always best to do a test import, with just a few lines of data and if it looks ok then do the rest. To do things this way you will want to split your CSV into a two files 1st with just a few records and 2nd file with the rest. Do the test on the 1st file and then do the full import on the 2nd file.