Import data (CSV)
Bring existing data into iXTime via CSV: customers & projects, members or full time entries (e.g. from Clockify). The import wizard lives in the workspace settings and is reserved for Owners and Admins.
Step by step
- 01
Open the wizard
Under “Settings → Workspace → Data import” (Owners/Admins only) you start the wizard. It offers three flows: customers/projects, members and time entries (Clockify).
- 02
Upload a CSV
Upload your CSV file. The header row is parsed right in the browser so the columns can be mapped.
- 03
Map columns
Map the target fields to your columns. For Clockify exports the mapping is pre-filled automatically; you can override any mapping. You can only continue once the required fields are mapped.
- 04
Preview (dry run)
Before importing, a dry run shows per row what will be created, skipped or flagged invalid — together with warnings. You can exclude or re-include individual rows.
- 05
Members: send or import only
For a members import you choose: “Send now” (invitation emails go out during import) or “Import only” (members are created and you send invitations later from the Team page). The member limit is checked up front.
- 06
Import
Clicking confirm runs the import in batches with a progress indicator. At the end you see a summary: created, skipped, invalid — and how many invitations were sent.
What can I import?
Customers & projects, members and time entries — including the Clockify detailed report, whose columns are detected automatically.
Does importing send invitations immediately?
For a members import you can choose “Import only” and send the invitations later from the Team page.