Track to Plan Data Import
This feature is a part of the Toggl Track integration and available on all paid subscription plans.
You can import all active Clients and Projects from Toggl Track to Toggl Plan. The integration will first match any Clients and Projects with matching names and then import all additional active Clients and Projects to Toggl Plan. New Clients and Projects created in either tool after enabling the integration will also be created in the other tool.
How to import Clients and Projects from Toggl Track:
1. Set up the Toggl Track integration. See the steps here.
2. Select the option to import all active data.
Keep in mind:
- • Projects will match only if they are connected to the same Client or no Client in both tools. The integration does not consider 'Project A' and Project A - Client A' as the same Project.
- • Only active Clients and Projects are imported. Archived data is not imported to Toggl Plan.
- • The integration does not import Tasks. Only Clients and Projects are imported to Toggl Plan.
- • There are no bulk edit options for Clients and Project in Toggl Plan.
- • Projects and Clients must still be deleted on both tools separately. The sync only includes other actions, such as renaming and archiving.