Import clients and time from a CSV

Import clients#Link to “Import clients”

1. 1Go to Clients and choose “Import clients”.
2. 2Upload a CSV file, or paste the rows straight into the box.
3. 3Choose “Import clients” to add them.

PaloWorks looks for a name column (name, client name, full name, or contact name), an email column, a company column (company, business, or organization), and notes. A row with no name uses the company instead.

• Rows that match an existing client by email, or by name and company, are skipped, so importing the same file twice is safe.
• Plan limits still apply. Free includes one client and three active projects; rows past the client limit are not imported, and the page tells you how many did not fit.
• A file can be up to 2,000,000 characters.

Import time (Pro)#Link to “Import time (Pro)”

On a project’s Time tab, “Import time” reads a CSV exported from a time tracker and adds the hours to that project.

• Columns it understands: date, duration (or hours), description, billable, and the person who did the work.
• Durations can be written 1:30, 1h 30m, or 1.5.
• Dates must be unambiguous. 2026-03-09 is safest; 03/09/2026 is rejected because it could be March or September.
• Rows over 16 hours, totals rows, and hours already logged are skipped.
• An entry is billable unless its billable column says no, false, 0, or non-billable.

Getting the file out of another tool#Link to “Getting the file out of another tool”

• Toggl Track: Reports, then Detailed, then one project, then Export, then CSV.
• Harvest: Reports, then Time, then the dates and the project, then Export, then CSV.
• HoneyBook, Bonsai, or Dubsado: export contacts as CSV and upload that file.
• Invoices need a column named Amount or Total. Number, client, dates and status are read when they are present. One currency per file.