If you have been keeping track of your clients, projects, accounting, and time worked in several different apps, bring everything together with Hectic using our importer tool. You'll need to begin with your data in a .csv format.

Click your name in the lower left and "Settings & integrations" then select "Data import." You'll see all the options there for information that can be easily added to Hectic using this tool.

For each of the data types, Hectic will try to auto-map the columns, but for best results, double check in the preview to be sure that your columns have been correctly mapped.

If you import an incorrect file, you can delete a previous import and all of it's associated details.

Import clients

Save your client data as a .csv then import it everything into Hectic in just a few clicks. This will only import your clients. If you'd like to also import projects, invoices, or deliverables, you can skip this step and import your clients concurrently with that data.

Columns that can be imported:

  • Name

  • Email

  • Address

  • Phone

  • Website

  • Hourly rate

  • Currency

  • Stripe Id

Import contacts

Similar to clients, you can import your contacts to allow these emails and messages to show in your focused inbox in Communicator.

Columns that can be imported:

  • Name

  • Email

  • Phone

  • Role

  • Notes

Import projects

Hectic is client-centric. When you import projects, you'll need to have a column that lists the client that you are working with on that project.

Columns that can be imported:

  • Client name (required)

  • Project name (required)

  • Start date

  • Due date

If you will be importing new clients with these projects, check the box "Create new client/project if no match." If you would like to import more details per each project, choose "Import deliverables."

Import deliverables

Similar to projects, Hectic's client-centric nature means that when you import deliverables, you will need a column for your client's name. Deliverables are nested under larger projects, so to correctly import your deliverables, you'll need to have a project name column as well.

Columns that can be imported:

  • Client name (required)

  • Project name (required)

  • Deliverable name (required)

  • Status (example: not started, in progress, complete)

  • Due date

  • Description

  • Assigned to (must be an email address)

If you will be importing new clients with these projects, check the box "Create new client/project if no match."

Import invoices

Bring in invoices that were sent from another platform. Putting all your invoices in Hectic will give you a single accurate P&L for your business. Make sure your .csv file has a client name, invoice number, date due, and amount (pre-tax).

Columns that can be imported:

  • Client name (required)

  • Invoice number (required)

  • Date issued

  • Date due (required - make sure the date format column matches the way you have formatted your dates in the .csv file for a successful import)

  • Amount (required)

  • Tax rate in percentage

  • Description

  • Payment amount

  • Date paid

  • Currency

If you will be importing new clients with these projects, check the box "Create new client/project if no match."

Import expenses

Add your expenses alongside the rest of your accounting info in Hectic and become your accountant's favorite client. Make sure your .csv file has the amount and category for each expense.

Columns that can be imported:

  • Amount (required)

  • Vendor

  • Bill No

  • Category (required)

  • Date due

  • Date paid

  • Description

  • Client name (if this expense is associated with a client)

  • Currency

New vendors listed will be added to your vendors in accounting. If you will be importing new clients with these projects, check the box "Create new client/project if no match."

Import time worked

Don't lose time that you worked using another time tracker. Include start time, end times, duration in minutes and seconds in your .csv. You'll also need to have a consistent time and date format that includes a 2 digit day, 2 digit month, 4 digit year, 2 digit hour, 2 digit minute.

Columns that can be imported

  • Start time (required)

  • End time (required)

  • Duration (minutes) (required)

  • Duration (seconds) (required - but can be 0)

  • Client name

  • Notes

If you will be importing new clients with these projects, check the box "Create new client/project if no match."

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