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Debt/Credit Import improvements.

Mike Meiners

March 28, 2011 15:15

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The ability to import CSV debit/credit files is great… but not quite to the point of being useful for me. Here are a few changes to the current system that I would find helpful (and hopefully others would too).

1. "Attach to" a project via a project # column. (Current import only allows you to assign everything to one project at a time).

2. "Import "start" and "stop" times fore each entry. (Not just hourly totals).

3. Remove blank rows. (I end up with blank line entries when importing a CSV created by Excel.)

4. Keep up the good work!

- Mike Meiners

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2 comments

• 0
  
  Oranged Support March 30, 2011 05:00

  1. You select one or multiple rows in the import and specify which project each row is attached to. You are not forced to import all items to the same project. Simply select a row by clicking the Attached to column of the row (select multiple rows by holding command or shift) and then choose the associated project using the popup menu below. It will then put the project name into the row's Attached To column.

  2. We're looking into adding this for an upcoming version.

  3. You can uncheck blank rows (all the way on the left in step 3) and they will not be imported.

   

  Hope this helps and thanks for the feedback!

• 0
  
  Oranged Support March 30, 2011 05:01

  Another note on #1: We are considering adding the ability to match an item to a project based on the Project's ID number, but this would probably be implemented around the same time as #2 from your requests.