Migration

Import

• Import from Excel (.xlsx) or CSV, up to 10 MB and 50,000 rows per file
• 10 kinds of records: companies, people, tasks, projects, assignments, time, expenses, open invoices, opportunities and employments
• The header row is found automatically, even with a title or blank rows above it
• Columns are matched to fields by name and known synonyms; the business's earlier choices are remembered
• Reads numbers like 1.250,50 and 1,250.50, dates as DD.MM.YYYY or YYYY-MM-DD, and yes/no in four languages
• A dry run checks every row before anything is written: new, already there, or wrong with the reason
• Rows already there are skipped by source id, tax number, e-mail or name; importing twice adds nothing
• Undo a whole import; records used elsewhere, such as a project with time logged, are kept and listed
• Open sales invoices come in as opening balances, with their tax and the exchange rate of the invoice day
• Connect Harvest with a personal access token; it is stored encrypted and only the linked account is shown
• Every night at 02:00 the last 14 days of Harvest time and expenses come in; rows needing fixes wait for an admin
• Exported files use the import's own columns, so they import straight into another business