Importer des données dans Clockify

9 min de lecture

Si vous disposez de données historiques relatives aux feuilles de temps dans Excel, ou si vous passez d’autres applis, vous pouvez importer les données de votre espace de travail, y compris les projets, les tâches, les clients, les balises, les saisies de temps et leurs champs personnalisés, dans Clockify à l’aide d’un fichier CSV.

What’s in this guide: #

Import types
Before you import
Import projects, clients, tasks, and tags
Import timesheets and custom fields
Import users

Import types

Clockify supports three different imports:

  • Projects, Clients, Tasks, Tags: Use this to set up your workspace by bringing over your existing organizational structure from a file or another tool
  • Timesheets: Use this when you are switching software and need to migrate historical time logs to maintain continuous reporting and billing records
  • Users: Use this when you need to onboard a large team or company in bulk

Before you import

To ensure your data maps correctly and to avoid import failures, review these requirements first.

Roles and subscription

DonnéesRôle de l’utilisateurFormule d’abonnement
Projets, clients, tâches, balisesWorkspace owner/adminTout abonnement
Feuilles de tempsAbonnements payants uniquement
UtilisateursAbonnement Standard et supérieur
Remarque

User import is not supported during the free trial period.

Data fields #

Use this guide when creating your CSV file.

Field nameDefinitionImport typeFormatting ruleExample
EmailUnique identifier for the userTimesheet importMust match an active user email in the workspacedev@company.com
Start dateDate the entry occurredTimesheet importMust exactly match your profile settings (e.g., MM/DD/YYYY)12/25/2025
Start timeTime the entry beganTimesheet importMust match your profile settings (12h vs 24h)09:00 AM or 13:00
DurationLength of the time entryTimesheet importMust match workspace settings (Clock HH:mm or Decimal 1.5)01:30 or 1.5
ProjectName of the projectOptionalMax 250 characters. Case-sensitive to existing projectsWebsite UI
ClientClient associated with projectOptionalMax 100 characters. Use Project: Client syntax in Project column to linkACME Corp
TaskSub-unit of a projectOptionalMax 1,000 characters. Project must exist for Task to importBug Fix
DescriptionNotes on the work doneOptionalMax 3,000 characters. Plain text onlyUpdated API docs
TagCategory labelsOptionalMax 100 characters. Separate multiple tags with a commaUrgent, Internal
BillableBilling status of the entryOptionalUse Yes/No. Inherits from Project if blankYes
Custom FieldsUser-defined metadataPaid featureHeader must match the exact name of the field created in ClockifyNYC-Office

Formatting requirements #

  • File Format: Must be a CSV file (maximum size 10 MB)
  • Headers: All column headers must be in English and match Clockify’s naming conventions exactly, even if your app is set to another language
  • Required fields: If you have required fields (like Task or Tag) enabled in your workspace settings, those columns must be filled in your CSV.
  • Character Limits:
    • Description : 3 000 
    • Tâche : 1 000
    • Projet : 250
    • Client/Tag: 100

Paramètres de date et heure #

Follow this guide to check that you’re using the correct format for date and time in your CSV file.

FormatOù vérifier les paramètresExemple de décalage
Heure (12 heures / 24 heures)Paramètres du profilSi votre fichier CSV indique 1 PM, mais que vos paramètres utilisent le format 24 heures, l’importation échouera.
Durée (hh:mm:ss, etc.)Paramètres de l’espace de travailLe format de durée CSV (p. ex. 1:30) ne correspond pas au format défini dans votre espace de travail.
Date (JJ/MM/AAAA, etc.)Paramètres du profilLe format de date CSV ne correspond pas à celui défini dans votre profil.

Import projects, clients, tasks, and tags

What is imported?

On the Free plan, you can import:

  • Projets
  • Clients
  • Tâches
  • Balises

Step 1: Create your CSV file #

You can create your CSV file following the format below:

If you don’t group projects by client, you can remove the client column.

Conseil

You can also download the Clients & Projects template to ensure a smooth import process.

Step 2: Upload your file #

  1. Click on the three dots next to your workspace name
  2. Sélectionnez Paramètres de l’espace de travail
  3. Cliquez sur l’onglet Importer
  4. Drag and drop your file into the designated box or click the upload box to select the file
Remarque

If a column header isn’t recognized, it will be marked with a warning and won’t be included in the import. 

Step 3: Review and import your data #

  1. Review the preview of your data
  2. Click Import if there are no errors
Conseil

Use the Only show rows with errors filter to quickly identify and fix issues.

Step 4: View import summary #

After your data successfully imports, you’ll land on the Import Summary page. This page breaks down the imported project data, showing you how many projects, clients, tasks, and tags were brought in. You can click the links to go see these items in more detail.

Info

Clockify prevents duplicate projects, clients, tags, and tasks by matching the exact name in your CSV to existing items. If a name matches, the data is linked instead of creating a new item. Be aware that this matching is case-sensitive. Marketing and marketing are treated as separate fields and will result in a duplicate.

Import timesheets and custom fields

What is imported?

On paid plans, you can import:

  • Saisies de temps
    • Emails
    • Projet
    • Client
    • Tâche
    • Balises
    • Facturable
    • Description
    • Date de début
    • Heure de début
    • Durée
    • Description
    • Champs personnalisés

Step 1: Format timesheet data #

You can create your own CSV file with the format below:

  • Required columns:
    • Email: User’s email address
    • Start date: Date the time entry was created
    • Start time: Time the entry started
    • Duration: Number of hours logged for a time entry
  • Time entries are imported according to the time zone of the person performing the import.

Custom fields in timesheet import #

Custom time entry fields (e.g., Project ID, Mileage, etc.) can be imported alongside timesheets, provided the custom field already exists within your workspace. It’s important to note that imported custom fields will only be visible in the time entries themselves, not throughout the entire workspace.

Example custom field in CSV file:

Custom field imports will show in the time entries in Time Tracker and Detailed Report when imported.

Step 2: Start the import #

  1. Go to Workspace settings > Import
  2. Select your CSV file or drag and drop it into the data import box
  3. Confirm the date and time formats used in your file in the pop-up window

Step 3: Verify users #

Clockify will notify you if your CSV contains emails for users not yet in your workspace.

Conseil

Ensure all team members have accepted their workspace invitations before importing their time, or the entries for those users can’t be imported.

Step 4: Summary review #

  1. Review the data in the preview
  2. Cliquez sur Importer

Once finished, the Import Summary will provide links to the imported data in your Detailed Report.

Remarque

If you didn’t specify a Billable status in the CSV, the entry will automatically inherit the billable status of the Project it is assigned to.

Import users

What is imported?

  • Utilisateurs limités: For users with restricted access
    • Nom
  • Utilisateurs standards: For standard team members
    • Nom
    • Email
    • Rôle
    • Projects managed
    • Groups managed
    • Employees managed
    • Assigned team manager
    • Groupe
    • Taux facturable
    • Taux de coût
    • Début de semaine
    • Les jours ouvrables
    • Daily work capacity (hours)
    • User custom field (e.g., Department, Location, etc.)
Remarque

User custom fields can only be imported for new users and not for existing ones in your workspace.

Step 1: Create CSV file #

Include all required columns when creating your file.

The email address is required for Full user imports. If a user is being added as a manager, you must also fill in the Projects Managed/Groups Managed/Employees Managed columns.

Example CSV of full user import

In a Limited user import, Name is the only required field.

Conseil

Download the User template to avoid import errors.

Plusieurs valeurs

Pour attribuer plusieurs rôles, projets gérés, employés gérés ou groupes à un seul utilisateur, séparez chaque saisie par une virgule.

Association projet et client

Si un projet appartient à un client spécifique (p. ex. le projet A du client A), utilisez le format suivant dans la colonne Projets gérés :

Project Name:Client Name

Le système reconnaîtra automatiquement le projet et le client associé à l’aide de cette syntaxe.

Remarque

When left blank, optional fields will inherit your workspace defaults. 

User custom field in user import #

When you import users, you can include user custom fields like Department, Location, or Employee ID. Just make sure these user custom fields are already set up in the workspace before you start the import.

Example user custom field in CSV

Step 2: Upload your file #

  1. Go to Workspace settings > Import
  2. Click the upload button
  3. Select the CSV file you want to import

Step 3: Review your data #

  1. Check that all data is correct and properly mapped in the table
  2. Click Import if there are no errors

Adding admins will trigger a pop-up window informing you of their privileges. Click Confirm to continue.

Step 4: View import summary #

Upon successful completion of the import, the Import Summary page will display the number of users added. Click on Total New Users to go to the Team page and view the newly imported users. 

Conseil

To verify the successful import of the user custom field, click the three-dot icon next to the new user, and then select Edit profile.

FAQ #

Can I import Client’s details (address, email)?

No. Currently, the CSV import tool only supports importing the Client Name. Additional details such as address, email, or notes must be added manually by editing the client’s profile after they have been created.

I made a mistake, how to undo/delete imported data?

To remove incorrectly imported data, you must delete the entries manually. For bulk removal, go to the relevant page (e.g., Time Tracker, Projects, or Clients), use the Bulk Edit feature to select the items, and choose Delete.

What happens if a project already exists with the same name? Will it duplicate?

No. Clockify matches projects by name (case-sensitive). If the project name in your CSV file matches an existing project in your workspace exactly, the system will recognize it and assign the imported tasks or time entries to that existing project instead of creating a duplicate.

Can I import expenses using the CSV tool?

No. The import tool currently supports time entries, projects, clients, tasks, tags, and users. Expenses cannot be imported via CSV and must be added manually or through the Clockify API.

Can I import Time Off or Leave requests?

No. The CSV import process is designed for historical timesheets and workspace metadata (like projects and users). Time off entries and balances cannot be imported via the CSV tool and should be managed within the Time Off feature or via the API.

Does the importer automatically check for duplicate entries?

No. Clockify does not have a built-in duplicate detection for CSV imports. If your file contains entries that already exist in your workspace, the system will import them again, resulting in duplicates. It is recommended to review your CSV file carefully before uploading.

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