Data may be imported from spreadsheet files into Chronos for the following areas:
- Bookables
- Clients
- Reservations (Bookings)
- Journal Entries
- Usages
To access the data import/export area, browse to Menu->Administration->Import/Export.
Importing Bookables
Browse to the Import Bookables area and import a spreadsheet using the on-screen example table. Note, the timers
column will configure the timer names (e.g. HOBBS, TACH) that may be referenced in the usage data.
Importing Bookings
Browse to the Import Bookings area and import a spreadsheet of bookings/reservation data using the on-screen example table. This spreadsheet must make the following references for each booking row:
1. Client: reference either by full name, e.g. "John Doe" or by uniqueid
.
2. Bookables: reference by the uniqueid
field that is assigned to the bookable resources.
Some manipulation of your spreadsheet data may be required to ensure that Chronos receives the correct mapping to the clients and bookable resource records.
Importing Clients
Browse to the Import Clients area and import a spreadsheet using the on-screen example table. Note, a uniqueid
field is required that you may need to assign. Tip: set the uniqueid
field to the email address to allow users to sign in using their email address.
Importing Journal Entries
Browse to the Import Journal Entries area and import a spreadsheet of journal entries using the on-screen example table. This feature is most commonly used to set up the starting account balances after importing client data. The client
must be referenced using the uniqueid or first name / last name fields.
Importing Usage Data
Browse to the Import Usages area and import a spreadsheet of past usage data using the on-screen example table. The spreadsheet must make the following references for each usage row:
- Client: reference either by full name, e.g. "John Doe" or by
uniqueid
. - Bookable: reference using the
uniqueid
assigned to the bookable resource. - Starting and Ending timer values: The timer name must be used in the column heading, e.g.
start_hobbs
,end_hobbs
,duration_hobbs
,start_tach
,end_tach
,duration_tach
,start_cycles
, etc...