Importing Billing Codes from a text file

Argos can import billing codes from any delimited text file. The most common formats are comma-delimited (CSV) and tab-delimited (TXT), but any delimiter can be supported.

Prepare your text file

The file must be machine-readable: separated into columns, with no extraneous information. At a minimum it needs two columns, Number and Name. These columns are optional:

Active (yes/no)
Project Manager username
Project Manager first name
Project Manager last name
Project Manager domain name
Project Type
Location

Multiple tiers require multiple files

If you have multiple tiers (for example, Client and Matter, or Project and Phase), put each tier in its own file. The sub-tier file should reference the main tier's billing code number.

Projects.csv

ProjectNumber, ProjectName
0001, Watt
0002, Hurley
0003, Boon

Phases.csv

PhaseNumber, PhaseName, ProjectNumber
99, Watt Guest House, 0001
95, Boon Parking Garage, 0003

Import your text file

In Argos Manager, go to the Projects section, click the plus sign at the top of the projects pane, and select Import Projects....
In the Automate Projects window, set Data source to Text file, then click Configure....
In the Project Import Settings window, click the ... button next to File to import, browse to your text file, select it, and click Open.
Configure the file format:
- Select the appropriate Delimiter.
- If the first row contains column names, check First row contains headers.
- Use the drop-down lists to map the Number and Name fields to the matching columns.
- Click Preview to see a sample of the data.
Click Close to return to the Project Import Settings window.
Click OK to close the Project Import Settings window.
In the Automate Projects window, click Save. Click Run now to import immediately.
In the Import Finished window, click OK.
To run the import on a schedule, check Enabled in the Automate Projects window and click Schedule.... In the Set Schedule window, set the frequency and click OK.
Click Save, then Close.