Web: Setup > Settings > Team > Import timesheets
TeamBuyIn uses timesheets to work out labor cost. Jobber hours come from your Jobber timesheets. For Housecall Pro, you import a file. First export timesheets from Housecall Pro. Then click 'Import timesheets' on the Team page. A caption shows when timesheets were last imported and the date range they cover.
The import has four steps:
Upload -- choose your CSV or XLSX file. The file can be up to 5 MB and 20,000 rows. If it is bigger, export a shorter date range.
Columns -- match the file's columns. You can turn on 'Include PTO, sick and holiday hours'.
People -- match each name in the file to a team member. Click 'Skip this name' for anyone who should not import. TeamBuyIn remembers skips.
Review -- check the counts of new, changed, removed and already imported entries. For people missing from a new file, choose 'Keep their entries' or 'Remove their entries'.
When it finishes you see 'Timesheets imported' with counts for Imported, Added and Updated. Click 'Add hourly rates' to set rates. See Hourly Rates and Labor Cost. If you click out early, TeamBuyIn asks 'Stop this import?'