We have with timrLink an executable program with which tasks can be imported from a csv/Excel file.
1. Structure of csv file
The csv file must have the following structure:
The file then contains...
TaskA1 and A2 tasks are created with Billable=True. Furthermore, based on this import file, only TaskA1 and A2 will be created with Bookable=true.
Note: Under 2.6 you will find further possibilities to import e.g. fixed subtasks or customer specific fields.
2. Use timrLink:
2.1 download timrLink
You can download the current version of timrLink for different platforms (Windows, Mac, Linux):
2.2 After the download you have to unpack the zip file.
2.3 Create Sync Token:
The import of the tasks from timrLink is done via the timrAPI. For this you need an access token for your account. You can generate this token in timr under Administration/Settings/General/API:
Attention: do not share this token, it allows access to all data in your account!
2.4 Customize timrLink configuration file:
In the timrLink directory unzipped in 2.2. you will find the configuration file config.json with the following content:
For the <identifier>, put your timr URL. For the token, use the API token you created in 2.3.
You own the account samplecompany.timr.com:
2.5 Execute import
You can now execute the timrlink file in the unpacked directory as follows:
timrlink t <file>
2.6 Further import formats
During the import it is also possible to import customer specific fields for the tasks. To do this, use the following import format:
It is also possible to import fixed subtasks during import. This is useful if you want to read customers from a CRM and then simply create a fixed task list under each customer:
This creates e.g: