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Import time logs from spreadsheet (Excel or CSV)

If you use a different system to track or log actual time, yet you want to compare planned vs. actuals in Roadmap, use the Roadmap API or import time logs from a spreadsheet.

Step 1 - Prerequisites

  • You must be an admin to import time log files
  • Your account must be 30-day Trial, Plus or higher and have time tracking enabled
  • File type must be .CSV, .XLS or .XLSX
  • Spreadsheet columns or fields (required ones in bold):
    • Project ID or Project Name
    • Resource ID or Resource Name
    • Date of time entry
    • Time logged against the project or work item
    • Description of time entry
    • Role Name of resource who logged the time
    • To-Do Item Name (otherwise time logged against overall project)
    • Milestone Name (otherwise time logged against overall project)

Download sample file for demonstration purposes (i.e. not intended to be imported into your account).

Step 2 - Import File

  • Go to Import From Excel / CSV
  • Drag-and-drop file to pre-process. You can also click "Time" to open file selection dialog.
  • Confirm if your file has a header, as well as how many rows the header takes-up
  • Match or map columns to Roadmap fields
  • Click Import button to
  • System will display notification in the upper-right corner when import is complete. Click the notification to verify that all records were successfully imported.

Step 3 - Correct Failed Records (if necessary)

  • If the "Records Failed" column is > 0, click on the name of the imported file
  • System will provide the row number and error details for each failed record
  • Correct the failed records
  • Important: Delete all successfully imported records BEFORE re-importing to avoid duplicate entries
  • Re-import the corrected file

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