Importar dados para o Clockify

Se você tiver dados históricos de folhas de ponto no Excel ou se estiver migrando de outros aplicativos, poderá importar os dados do seu espaço de trabalho, incluindo projetos, tarefas, clientes, etiquetas, entrada de horas e seus campos personalizados para o Clockify usando um Arquivo 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

Data	Função do usuário	Plano de assinatura
Projetos, clientes, tarefas, etiquetas	Workspace owner/admin	Qualquer plano
Planilha de horas		Somente planos pagos
Usuários		Plano padrão e superior

Data fields #

Use this guide when creating your CSV file.

Field name	Definition	Import type	Formatting rule	Exemplo
E-mail	Unique identifier for the user	Timesheet import	Must match an active user email in the workspace	dev@company.com
Data de início	Date the entry occurred	Timesheet import	Must exactly match your configurações do seu perfil (e.g., MM/DD/YYYY)	12/25/2025
Hora de início	Time the entry began	Timesheet import	Must match your configurações do seu perfil (12h vs 24h)	09:00 AM or 13:00
Duração	Length of the time entry	Timesheet import	Must match configurações do espaço de trabalho (Clock HH:mm or Decimal 1.5)	01:30 or 1.5
Projeto	Name of the project	Optional	Max 250 characters. Case-sensitive to existing projects	Website UI
Cliente	Client associated with project	Optional	Max 100 characters. Use Project: Client syntax in Project column to link	ACME Corp
Tarefa	Sub-unit of a project	Optional	Max 1,000 characters. Project must exist for Task to import	Bug Fix
Descrição	Notes on the work done	Optional	Max 3,000 characters. Plain text only	Updated API docs
Etiqueta	Category labels	Optional	Max 100 characters. Separate multiple tags with a comma	Urgent, Internal
Faturável	Billing status of the entry	Optional	Use Yes/No. Inherits from Project if blank	Sim
Campos Personalizados	User-defined metadata	Paid feature	Header must match the exact name of the field created in Clockify	NYC-Office

Formatting requirements #

• File Format: Must be a CSV file (maximum size 10 MB)
• Cabeçalhos: 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:
  • Descrição: 3000 
  • Tarefas: 1000
  • Projetos: 250
  • Client/Tag: 100

Configurações de data e hora #

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

Format	Where to check settings	Mismatch example
Time (12-hour / 24-hour)	Configurações do perfil	If your CSV has 1:00 PM, but your settings use 24-hour time, the import will fail.
Duration (hh:mm:ss, etc.)	Configurações do espaço de trabalho	Your CSV duration format (e.g. 1:30) doesn’t match the format set in your workspace.
Date (DD/MM/YYYY, etc.)	Configurações do perfil	Your CSV date format doesn’t match the one set in your profile.

Import projects, clients, tasks, and tags

What is imported?

On the Free plan, you can import:

• Projetos
• Clientes
• Tarefas
• Etiquetas

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.

Step 2: Upload your file #

1. Clique nos três pontos next to your workspace name
2. Selecionar Configurações do espaço de trabalho
3. Clique no botão Importar .
4. Drag and drop your file into the designated box or click the upload box to select the file

Step 3: Review and import your data #

1. Review the preview of your data
2. Clique em Importar if there are no errors

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.

Import timesheets and custom fields

What is imported?

On paid plans, you can import:

• Entradas de tempo
  • E-mails
  • Projeto
  • Cliente
  • Tarefa
  • Etiquetas
  • Faturável
  • Descrição
  • Data de início
  • Hora de início
  • Duração
  • Descrição
  • Campos personalizados

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 Rastreador de Tempo e Detailed Report when imported.

Step 3: Start the import #

1. Vá para a página 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 4: Verify users #

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

Step 5: Summary review #

1. Review the data in the preview
2. Clique em Importar

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

Import users

What is imported?

• Usuários limitados: For users with restricted access
  • Nome
• Usuários completos: For standard team members
  • Nome
  • E-mail
  • Função
  • Projects managed
  • Groups managed
  • Employees managed
  • Gerente de equipe designado
  • Grupo
  • Valor de faturação
  • Valor de custo
  • Início da semana
  • Dias úteis
  • Daily work capacity (hours)
  • User custom field (e.g., Department, Location, etc.)

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.

Valores múltiplos

To assign multiple roles, managed projects, managed employees, or groups to a single user, separate each entry with a comma.

Associação de projeto e cliente

If a project belongs to a specific client (e.g., Project A under Client A), use the following format in the Projects Managed :

Project Name:Client Name

O sistema reconhecerá automaticamente o projeto e o cliente associado usando essa sintaxe.

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. Vá para a página Workspace settings > Import
2. Clique no botão upload .
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. Clique em Importar if there are no errors

Adding admins will trigger a pop-up window informing you of their privileges. Click Confirme 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 Equipe page and view the newly imported users. 

Perguntas frequentes #

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., Rastreador de Tempo, Projetos, ou Clientes), use the Edição em massa 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.