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Import Master Data into a New Account

Here's what to do if you have an existing Clockodo account and want to transfer or import the data stored in it to a new account.

In the old Account

First, go to the export area and export all required data as CSV files. The following data can be exported and then imported into the new account: 

- Customers
- Projects
- Services
- Co-workers
- Time entries 

If the same employees will also work in the new account, archive them in the old account before adding them to the new account. Archiving releases their email addresses for reuse. 

In the new Account

Next, switch to the new account and open the import area. Upload the desired CSV file, select the contents of the file, and click “Next”. In the next step, map the table columns to the corresponding fields. Once all mappings are correct, click “Import”. 

Note on the import sequence: When importing, keep the following hierarchy whenever possible: Customer → Project → Service → Employee → Time entries

Otherwise, import errors or duplicate records may occur.