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For: Firm admins, finance5 min read

Import and export

Bring your firm in from spreadsheets, and take everything out whenever you want.

Import

  1. In CSV Import, download the starter template for people, projects or history. Each has the right headers and example rows.
  2. Fill it in and upload it.
  3. Review the preview and the error report, which lists the row, field and problem, for example a duplicate email or a manager loop.
  4. Confirm to commit, or cancel. Nothing is saved before you confirm, and confirming the same file twice does not create duplicates.

The history template loads past signed baselines and actual hours for projects already underway.

Export

  • CSV Export: people.csv, projects.csv, status.csv, hours.csv, margin.csv and audit.csv, according to your role.
  • Full firm archive: firm admins can download a complete JSON archive of every record in the firm from CSV Export.

Exports neutralise spreadsheet formulas in cell values, and every export is recorded in the audit log.