How Do I Use The Add New Client Structure Import?

This guide will show you how to add a new Client Structure items using the Client Import. For a guide on updating the fields and names of existing Client Structures, please click here.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Import Client Example
All Client Import Fields

Import Client Example

1. Click Imports and select Client

   
    

2. Import Type
   The Add New Client Structure import type will already be selected. This can be changed to Update Existing Client Structure. For a guide on updating existing Client Structures, please click here.

   
    

3. Download Template
   Click the download template button to download a CSV file of the fields to complete when importing staff members' accounts.

   
    

4. Adding A Client Structure To The Template
   When adding a new client or items to an existing client, each new item must be on its own row. Existing items do not need to be on their own row. The screenshot below shows how to add a new client with a project and two activities, and add a new project with two activities to an existing client. 

   
    

5. Uploading The Client Structure To Import
   Add the import file to Timemarker by dragging & dropping a CSV file into the dashed region, or clicking Choose File and selecting it.

   
    

6. Validate Button
   With a file selected in the Choose File section, click Validate to check for any issues. 

   
    

7. Validation Page 
   If your file has validation issues, a red validation warning will appear at the top of the page. A green validation message will be displayed. 

   
    

8. Checking Validation messages
   If a green or red validation message is displayed, the corresponding field on the validation page will be displayed in the matching colour. For more details, hover over the red/green text to display a dialogue box. 

   
    

9. Importing Data 
   Once you are happy with the data to be imported, click the import button to add these items to Timemarker. 

   

10. Add New Client Structure Fields
    The example above shows how to add a new client structure. A list of all fields and their uses is provided below.

    1. Company Name
       Sets the company name to which the accounts will be imported. This must be the name of your company in Timemarker. 
    2. Client / Project / Activity
       These are the names of your Client structure levels. These level names are set on the Settings / Company page. You can have up to 5 levels.
       You can add the names of the items you wish to add for each level in the column. When adding a new item, it must be on its own row with no lower levels. 

    3. Linked Template
       When adding a new item, you can add the name of a template for the same level in this column. The created item will be linked to the template, and the lower levels will be created from and controlled by the template. For more information on templates, please click here