How to import data from the Report Builder app? (Data Center)
Overview
Export/Import tab provides the ability to Import Data from Report Builder app using JSON. If you did not use Report Builder app before spliting it to Timesheet Builder and Report Builder, you can ignore this tab, as there is no data to be uploaded.
Please note, that the import from the Report Builder to the Timesheet Builder is supported only up to 1.17.0 Timesheet Builder version. You can get some incompatibility issues trying to move the settings from the Report Buider to the Timesheet Builder 1.18.0 version and higher.
If you want to move settings from the Report Builder to the Timesheet Builder, please make sure that you have the Timesheet Builder version 1.17.0 or lower. After the import you can update to the latest version of the Timesheet Builder.
To import the configuration and be sure that no issues will appear during the process, please follow the steps below:
Upgrade to the version of Timesheet Builder which has the compatibility (1.17.0 or lower)
Export Report Builder settings
Import the data to the Timesheet Builder (1.17.0 or lower)
Upgrade the Timesheet Builder app to the latest version
How to export data from Report Builder and import it to Timesheet Builder?
https://actonic.atlassian.net/wiki/spaces/ARB/pages/6442942465/How+to+migrate+the+configuration+from+Report+Builder+to+Timesheet+Builder#Steps%3A
Important information
Please note, that existing customizations of Configuration will be replaced or set to default, if Export/Import option is used after taking some actions, such as adding global calendars, setting possibility to use secured worklogs (for Data Center version only). It means, if you added some global calendars on Dates tab or if you if you set “Allow secured worklogs usage” on Worklogs tab (for Data Center version only), calendars will be deleted and it will not be allowed to use secured worklogs option after importing data, and Administrator should add global calendars and allow secured worklogs usage again.
Please note, that following Configuration settings will be re-used in Timesheet Builder app:
Dates tab:
Start Day (weekly)
Date Format
Calendars are not migrated, as Calendars are not available in Report Builder and it is a unique feature of Timesheet Builder.
Periods:
Use periods and worklogs approvals
Periods Configuration
Periods Start Date
Permissions:
Team managers
Team Actor
Team global administrators
All teams with team memers and team leads are migrated from Report Builder to Timesheet Builder as well.