Streamline Your Time Tracking with Keka PSA's Bulk Import Feature

Overview

In this guide, you will learn:

• How global admins and employees can bulk import timesheet entries
• Where to find the bulk import feature
• What happens after the data is uploaded

Who Can Do This?

• Global Admins can import timesheets for all employees
• Employees can import only their own time entries

Pre-requisites

1. Excel file with time entry data in the required format
2. Access to the Bulk Import option in either the “Project” or “Me” section

Step-by-Step Instructions

Access Bulk Import

1. For Global Admins:

   • Navigate to the Project section on the left sidebar.
   • Select Bulk Import.
   • Click on Import Timesheet Entries.

   
   

2. For Employees:

   • Go to the Me section on the left navigation.
   • Click on Timesheet.
   • Navigate to All Timesheets.
   • Click on the three dots and select Bulk Import Time Entries.

   
   

Upload Time Entry Data

1. Download the provided Excel template.
2. Fill in the template with your time entries.
3. Upload the completed file on the same page.

How It Connects with Other Modules

• Projects: Time entries are linked with active projects and tasks.
• Timesheets: Imported entries reflect in the employee's timesheet view.
• Billing & Revenue: Time entries influence billable hours and invoicing.

FAQs

• Q: Can I import data for multiple weeks?
  A: Yes, the Excel sheet supports entries for multiple dates and weeks.
• Q: Will imported entries go through approval?
  A: Yes, if your org has approval workflows enabled.
• Q: Can I edit imported entries?
  A: Only before they are approved or frozen. Post-approval edits must be done by admins.

Troubleshooting

• Import not working?
  · Ensure all mandatory columns are filled.
  · Check for formatting errors (e.g., date or time format).
  · Confirm you have access to the selected project/task.
• Entries not showing up?
  · Refresh the timesheet page.
  · Make sure entries weren’t rejected due to policy rules.

To discover more about the process of bulk importing clients and projects, please follow this link: Bulk Importing Clients and Projects