Setting Up Clients & Projects

The quickest way to setup your Client & Project list within Chrometa is with our bulk import button(s), located under the Projects tab on the right-side of the header.

• Sync With - Available for select 3rd party integrations (please note this button is not visible if none are found)
• Import Clients - Bulk import from CSV (Excel)

 

Syncing Projects From Another System

To sync your Project list with a product you are integrating with Chrometa, please first go to Account - Integrations to enable your integration.  Here's an example of our Sync With Clio button:

Click the Sync With button to sync your Chrometa project list with an enabled integration.

The Sync With button can be used to initially populate your Chrometa project list, and also to make sure that your Chrometa project list is kept up to date with your other billing or project management system.  You can use the other systems' list as the master version, and click the Sync With button in Chrometa to update in our system.

This feature is currently available for Clio, Rocket Matter, Basecamp Next, and Xero.  Please click Account - Integrations for setup and details.

Importing a Project List From a CSV (Excel) File

Click the Import Clients button to import your client and project list from a CSV (Microsoft Excel) file. The format of the CSV file should be lines consisting of Client Name, Project Name:

  John Smith, Marketing
  John Smith, Strategy
  Dillard Construction, Marketing

We have a sample import file available in the popup itself (Download CSV Template) for your convenience.

Bulk project import popup.

Be sure that there are no additional commas in your client names or project names, as this can cause issues on import.

 

Adding Clients & Projects Individually - Projects View

You can also add Clients and Projects individually from the Projects screen. To add a client, click the New Client button located on the far right of the screen.

To add a project, click the New Projectbutton next to the client you wish to nest the new project underneath.

"Quick Add" Clients and Projects - Time View

From the Time view, you can quickly add Clients and Projects while categorizing time entries by using the option located at the bottom of the Move To Project dropdown called Move To New Project.

You can create new Clients and Projects on the fly with our Move To New Project button (bottom).

Use this popup to create your new Client and/or Project and categorize your time at once.