How-to
Bulk import projects, tasks and assignments
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Overview
HRStop provides powerful bulk import capabilities that simplify large-scale data entry. Whether onboarding new teams, launching multiple projects, or managing department shifts, importing via CSV saves time and ensures accuracy.
Supported scenarios
You can bulk import the following:
| Use Case | Import Location |
|---|---|
| Projects | Timesheet → Manage Project → Import Projects |
| Project Tasks | Timesheet → Project Task → Import Tasks |
| Project Assignments | Timesheet → Assign Project → Import Assignments |
Common steps for all imports
1. Click the relevant “Import” option
- Navigate to the specific section (e.g., Assign Project).
- Click Import (usually at the top-right corner).
2. Download the sample CSV file
- Click “Download Sample File” to ensure correct column headers and formats.
3. Fill in the CSV file
Each type of import has slightly different fields:
A. Importing projects
| Field | Description |
|---|---|
| Project Name | Unique project name. |
| Project Code | Internal reference. |
| Start Date / End Date | In YYYY-MM-DD format. |
| Status | Active / Closed |
| Billable / Non-billable Resource Count | Numbers only. |
| Client | Must match an existing client name. |
| Modules | Timesheet / Expense or both. |
B. Importing project tasks
| Field | Description |
|---|---|
| Task Name | Name of the task (e.g., Testing, UI Design). |
| Description | Details about the task. |
| Project | The name of the project this task belongs to. |
| Department | Department responsible for this task. |
C. Importing project assignments
| Field | Description |
|---|---|
| Employee Email/ID | Must match employee profile in HRStop. |
| Project Name | Exact name of the assigned project. |
| Billable | Yes / No |
4. Upload the file
- Use the Choose File button.
- Upload the CSV to HRStop.
5. Review the upload
- The system shows a preview of valid and invalid rows.
- Fix any issues (like typos or mismatches) and re-upload if needed.
6. Click “Import”
- Once validated, click Import to apply all data entries to the system.
Best practices
- Double-check spellings and casing (e.g., “ClientABC” vs “clientabc”).
- Save a copy of all uploaded files for audit.
- Use a master Excel sheet to consolidate before breaking into multiple CSVs for each import type.