Answers to common questions about populating your account with data imported from Excel spreadsheets, as well as exporting data for reporting and backups.
We received the following question from an Intervals customer: I need to export a client list. Is there a way to export a client list into Excel? There are two ways to export a list of clients. 1. Utilize the Clients Section From within the interface, navigate to the “Clients” section in the navigation and […]
If you import data and decide that you do not want to use the imported data it can be deleted. Navigate to Options (⚙ icon) >> Import & Export Data >> Import History. From the import data page there is a link to “Import history” that lists all previously run imports. From the import history […]
A new Intervals customer asked the following question: I am migrating over to Intervals and I have about 50 people to import and over 100 projects. Our team largely works on all the same projects. Is there a way to use the imports and set project access? There is not currently an import specifically for […]
When creating a person (administrator, manager, resource, or executive) from the people tab, Intervals automatically sends a welcome email that includes a link to a page where they can setup a username and password. When using the import utility, you can control if the welcome email is sent. If you wish to completely skip the […]
When creating a person (administrator, manager, resource, or executive) from the people tab, Intervals automatically sends a welcome email that includes a link to a page where they can setup a username and password. When using the import utility, you can control if the welcome email is sent. If you wish to send an email […]
Update: Excel 2007 and higher automatically detects encoding and does not require the steps below. If you are using an older version follow these steps: Extended characters (UTF-8 characters) can be preserved if the spreadsheet program opens the file with UTF-8 encoding. For Excel it does not support opening CSV files with special characters, or […]
Importing as contacts In Intervals, Contacts do not have ability to log in so none of their user account fields are required, such as the username or password. If an email is supplied, it will only be used to populate the contact card for that person. If you’re not already familiar with contacts, have a look […]
Any Administrator level user with access to Settings & Defaults has the ability to export data. All account data (except for documents) can be exported in CSV or XML format by navigating to Settings & Defaults > Export Data. Each major section of your account data is available for export. The only exception are Documents […]
Overview Intervals can import the items listed below. The import is available to any administrator level user that has access to the Settings & Defaults section by navigating to Options >> Settings & Defaults >> Import data. If your account is already populated, feel free to import any individual import at any time, but if […]
Introduction The import utility in Intervals will import your data from Basecamp™. However, it does require you to be on Basecamp™ classic. It will not work with Basecamp™ Next, or Basecamp 3. If you recently signed up for Basecamp™, it is very likely you are not using Basecamp™ Classic. Basecamp™ Next was released in early 2012. […]