Plans đł : Everyone
User Permissions đ„: Admins
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Making the switch from one time tracking tool to another is no easy feat. The last thing you want is to spend precious billable hours cloning information and recreating your company structure! If youâre a Toggl or Harvest user, youâre in luck â weâve built a custom import to effortlessly migrate your data to Timely.
Note: You must be an Admin user in your Timely workspace and Toggl or Harvest account to set-up the integration.
Toggl
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Note: Toggl requires it's users to be a "workspace owner" in order to utilize this integration.
To get started importing projects and clients from Toggl, first youâll need to connect Timely and Toggl. Youâll need to sign into your Toggl account and click âProfile settingsâ. From there, scroll down to your API token and copy it to your clipboard.
Head back to the Integrations tab in Timely, click to integrate Toggl and select âConnect new accountâ:
Enter your Toggl API token and click âSubmitâ to finish connecting your account:
Now, youâre ready to import your projects! Click the âImport from Togglâ button then follow the prompts to select the workspace, projects & clients and users to bring over into Timely.
Note: All active users in Toggl are imported into Timely.
Review the summary of your import then click the âStart importingâ button to begin the process. After a few seconds, youâll see the import has finished alongside a brief summary and the timestamp for when the import was completed. đ
âHarvest
Importing projects from Harvest to Timely only requires you to authorize the connection between the two tools:
Follow the prompts to connect your account and from there, click the âImport from Harvestâ button, then add the workspace, projects & clients and users you want to import to Timely.
Note: All active users in Harvest are imported into Timely.
Review everything before clicking the âStart importingâ button and then youâre off! A few seconds later, the import will be finished and all your Harvest projects are now in Timely! â
âFAQs
Where are all the projects that Iâve imported?
Once youâve imported projects from Toggl or Harvest, you can find those projects by going to the Projects tab in Timely.
Have I been charged for all the users I imported from another tool?
No way! We want you to have control over who needs to be in Timely. To invite these users to Timely, head to the People tab and youâll see a button that says âUnassigned usersâ. Click to pull up a list of all the imported users and then invite whoever needs to join Timely.
Why doesnât one of my imported projects have any users?
While Timely imports all active users from Toggl or Harvest, those users are not automatically invited to Timely. If an imported project has one or more users that havenât been added to Timely, they wonât show up as active users on that project until theyâve been invited to Timely.
Where are my tags?
Youâll find all imported tags within the global tag management system in Timely under the name of the tool they were imported from (i.e. Toggl, Harvest).
Can I import projects and clients from other tools?
Right now, you can only import projects and clients from Toggl and Harvest but weâre always open to feature requests for other integrations! Feel free to submit a feature request here.Â