Importing data into Timebook

Reading time: 4 minutes

In short:

This article guides you through the process of importing your existing data into Timebook using .csv files. It covers the steps to upload your data, map .csv columns to Timebook properties, and handle any issues that may arise during the import.

Bring your existing data into Timebook

In Timebook, you can create multiple types of items, and many of them support .csv imports for easier data migration. If you already have data stored in a .csv file, you can quickly import it into Timebook instead of adding items manually.

The following Timebook item types support .csv imports:

• Goal

• Interview

• Survey

• Insight

• Opportunity

• Work Item

• Feedback

Importing data using .csv files

Importing data into Timebook using a .csv file is a straightforward process that ensures your existing work is properly structured and integrated. This step-by-step guide will walk you through selecting your file, mapping your data to Timebook properties, and resolving any potential issues.

1

Two starting points

You can begin the import process from different locations, depending on the state of your module:

• If your module already contains items, use the [Import from a .csv file] button in the top-right corner of the working area.

• If your module is empty, you’ll find a dropdown below the [Create your first...] button, allowing you to start the import.

There are two different starting points for import, depenind on the state of the module.

2

Upload the .csv file and select a Team

1. Click the [Upload] button to choose a .csv file from your device containing the items you want to import into Timebook.

2. Use the [Assign to a Team] dropdown to select the Timebook Team that will receive the imported items.

3. Click [Next] to continue.

Upload a .csv file from your device and choose the Timebook Team that will receive the imported items.

3

Map columns to Timebook properties

Timebook will automatically match its properties—such as Title, Description, and Priority—to columns in your .csv file when a direct match is found. You'll need to map the rest manually.

1. Select a .csv column for each Timebook property. The data from this column will be used as the property’s value in items imported into Timebook. Leave fields unmapped if you don’t wish to import them.

2. Click [Next] to continue.

Map the contents of your .csv file to Timebook properties.

4

Importing items and reviewing the final report

Timebook will import items based on your mapping configuration. You will see one of the following outcomes:

• All items were successfully imported into Timebook.

• Some items require attention. Certain properties couldn’t be mapped correctly. You can review the affected items and see which fields couldn’t be imported.

The import report highlights items that need your attention, showing which fields couldn’t be mapped.

Your import is now finished, and the new items—along with their mapped properties—have been added to the module. You can now review and manage them just like any other Timebook items.

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Goal

Interview

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Opportunity

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