Import your data from another system

💡 Tips

• •Your files are read entirely in your browser, so the raw spreadsheet never leaves your device until the reviewed records are saved.
• •Both importers are re-run-safe: matching is by name/identity, so importing the same file twice creates no duplicates and never overwrites details you've since edited.
• •Every import is listed under "Import history" on the Import Your Data page, each with an Undo button that removes what that import created. If jobs or invoices already use some of those customers, Undo removes nothing and tells you how many are in use. Click "Undo the rest, keep the ones in use" to remove everything else, or "Leave it as it is".
• •An import you partly undid says "Partly undone" with how many customers it kept. Once nothing uses those customers, click Undo again to finish.
• •Undo checks your invoices before it removes anything. If it can't read them, usually because you don't have Billing access, it stops and removes nothing. Ask someone with Billing access to run it.
• •Archived customers and billing groups are never matched. Imported jobs land only on active ones, so a customer you archived during a clean up can't quietly pick up new jobs.
• •Column mapping is detected from your headers, so most files need only a quick check rather than field-by-field setup. If a preview looks wrong, reset it and remap before you commit.
• •The customer importer can also derive consumers from your assignment file, with the dominant language detected per consumer.
• •Past jobs marked as already billed stay on the schedule, job history and hours reports, but never reach Billing's Pending Review, payroll or revenue reports, so they can't be invoiced or paid twice. Past jobs after the Billed through date go to Pending Review to be billed here. The preview counts each as "Past, already billed" and "Past, to bill here".
• •Marking past jobs as already billed needs Billing access at the Manage level. Without it the checkbox is replaced by a note, and every past job lands in Pending Review.
• •Picked the wrong date? Billing, Pending Review shows how many past jobs were imported as already billed. Someone with Billing: Manage can click "Change billed-through date" there to move the later ones into review.
• •There is no interpreter importer anymore: build your roster from the Team Roster tab by inviting interpreters by email or adding placeholders (see the roster article).
• •Excel files import the first sheet only.
• •Linking a run as a series is what gives you the repeat badge on the board, the just-this-one / this-and-future / all edit scope, and cancel-the-series. Most scheduling exports carry no recurrence column, so OneTerp infers the pattern from the jobs themselves and asks you to confirm. Regular patterns start ticked, irregular ones are yours to opt into.
• •Series are detected within one file. Re-uploading a file that extends a run you already imported proposes a new series over the new dates only, and jobs imported before this existed stay unlinked.
• •An imported job can be edited straight away even though the importer had no requestor or onsite contact for it. Those fields only block you once you start filling them in. A consumer name that matched no record is kept as text under the picker, with a way to clear it.