ClientSpot News, Tips, and Articles

Import and Export Improvements

February 26, 2014

Some recent improvements to make getting data into and out of ClientSpot easier.

Client Import / Export
You can import clients from a comma or tab separated file (CSV). To import, go to the People tab (admins only), and click the “Import Clients” link and follow the instructions there.

You can also export your client list to a CSV file from the People tab. The export will include the client name and any notes associated.

Project List Export
You can now export a list of projects to a CSV. This list summarizes your projects, due date, person responsible, status, budgeted and actual hours logged.

Existing Import / Export Features
As a reminder, ClientSpot also supports import and export of time entries and tasks, if you have data from another system to bring in. You can also import or export data from the Databases function.