When you have multiple clients and projects, it becomes cumbersome to add all of them individually. In keka you can bulk-upload the Clients and Projects instead of adding them one by one.
To bulk upload clients and projects go to Project (1) and select Bulk Import (2). Here Under Timesheet Imports, you will find Import Clients and Projects (3).
In the page click Download the Excel Template To download the template.
Once the template is downloaded, enter the required fields in the sheet. Column titles marked in Red are Mandatory. Once the data is filled, save the file.
Then in keka on the same page, select Upload Excel file to upload the saved template. Once done it will move to the next page.
Under Match Columns, check the columns and click Continue.
Once you are on the last page, make changes if necessary and click Complete to upload the file.
Hope the process to upload the Clients and projects is now clear. Need more help? You can refer to the other articles Available or contact us!
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