How Do I Import Time Records?

How Do I Import Time Records?

Overview

Matters.Cloud provides a simple to use facility to import existing invoice data when migrating from third party applications.

Import Formats

The following file formats are supported:
  1. Microsoft Excel (.xlsx)
  2. Comma Separated (.csv)

Import Process

Step 1: Download Import Format

To download the import format select Time > All time and locate the Import button:



Download the appropriate Template using the links provided:
​


Step 2: Populate File Content

Populate the file with data from your third party application. 

Step 3: Import File

Select the file to import using the Choose File button and then click the Import button.

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