Productive's CSV importer allows you to efficiently manage time-off bookings.
Whether you're updating allocations for multiple users or managing their time-off schedules, CSV import is a convenient solution!
Importing Time-off Bookings
Before specifying any time-off allocations in your Bookings CSV file for import, ensure that the allocations have already been either assigned manually or imported for the appropriate users within Productive.
Failing to do so may result in the "No entitlements" error during the import process!
To import time-off bookings, navigate to Settings > Data import. Then, select Download .csv templates and download the "Time off bookings" CSV template.
The file will contain the following columns:
Person | The user's email (as used in the app). |
Time Off Category | The name of the time-off category. |
Start Date | The start date of this particular time-off booking |
End Date | The end date of this particular time-off booking. |
Uploading the Template and Fixing Errors
After completing the template, upload it:
1. Drag and drop the filled template into the upload box or manually upload it.
2. Productive will automatically check for errors. Any identified errors will be marked with a warning symbol (⚠️), which you can hover over to pinpoint specific problem areas.
3. You can edit data directly within the import popup to fix errors without saving and re-uploading the CSV file.
After making edits, select "Check for errors" to ensure a smooth import process.
Completing the Import
Once all errors have been resolved, proceed with the import by clicking "Proceed to import" and then "Import" on the subsequent screen.
After successful upload, review and tweak the imported data in Resourcing or, if you're checking individual allocations, under the individual user's Time off tab in their profile.
Useful Tips
When uploading time-off bookings, only full-day bookings are supported, even though Productive supports half-day and hourly time-off bookings in-app.
Ensure that the date format in the CSV file is YYYY-MM-DD (or YYYY-M-D) to avoid parsing errors during the import.
Before starting the import process, make sure that the selected users' time-off allocations are already added to their profiles. Imports are not possible for the specified users unless they have pre-existing allocations.
Do not delete or remove any columns from the CSV file template. If certain fields are not applicable, such as a description or allocation in hours, simply leave those columns empty without deleting them. Maintaining the integrity of the template structure ensures smooth data import processes!
Take advantage of the inline editing feature to fix any errors in the imported file efficiently.
