Octibiz
Demo

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awork import

Purpose

Anyone coming from awork should bring their history along — not retype it. This module takes the data over once and is built so that an interrupted run can simply be repeated. In a migration that is the normal case, not the exception.

Scope

  • Six areas, individually selectable: match users, clients (awork „companies"), projects, tasks

including subtasks, checklists, dependencies and comments, time entries and file attachments.

  • Dry run is the default. Writing happens only when explicitly requested.
  • Repeatable without duplicates: every imported record remembers its awork id; a second run

updates instead of creating.

  • Target brand selectable — mandatory when several brands exist.
  • Report at the end listing what was skipped and why.

Interplay

Imported data lands where it belongs: clients in customer management, projects and tasks in projects and work items, times in time tracking, attachments in the document store. Comments become entries in the shared conversation.

Limits

  • Users are never created. awork users are matched to existing employees by e-mail address;

without a match the record is skipped and noted in the report. An import must not invent personal accounts — whoever is meant to work in the target system is created there deliberately.

  • Order is part of the matter: master data before transactional data. Tasks need their project,

projects their assignment. Each area additionally checks its own preconditions and reports a problem otherwise.

  • The import is a setup tool, not an ongoing synchronisation: it fetches a stock of data, it does

not keep two systems aligned.

aworkimport.overview · Available from version 0.5.0