This guide explains how to import planning, projects and other data into Caperity.
What You Can Import
The following data can be imported:
- Projects: Project name, project code, start and finish dates
- Team members: Name, email (optional)
- Planning: Hours per project and team member per date)
- Holidays: Import your local holidays
How to Import Data
You can access the import feature in Settings. Only Admin users can run imports (see access levels).
Click on what you want to import, and an import wizard will guide you through the process.
Need Help?
If you need help bringing your data into Caperity, please contact us. We are more than happy to help you.