Import

What it is

Via System → Import (manager and above) you bring existing data into daagwerk by CSV. There are two tabs: Structure and Time Entries.

Structure import (accounts, projects, jobs)

1. Open Import → Structure.
2. Download the template and fill it in: one CSV with account, project and job rows (type column), including hourly rates, rounding rules and more.
3. Preview shows the result without saving.
4. Choose the update mode:
   • Skip – existing records stay unchanged,
   • Update – existing records are overwritten,
   • Error – conflicts are reported as errors.
5. Run the import.

Time entry import

1. Open Import → Time Entries.
2. Format per row: account, project, job, date, start, end, note, billable, user email (Excel-compatible: date and time separate).
3. Check the preview (no saving).
4. On conflicts (identical booking), choose Skip or Replace and start the import.

• Roles: bookers only import for themselves; managers/admins use the optional user email column.
• Template: pre-filled with all active jobs of the tenant.

Import logs

Every time entry import is logged; the logs stay viewable for one week.

Tips & pitfalls

• Always use the preview first – so you see what will happen before saving.
• For repeated imports, the Update mode is handy for maintaining master data.