Exporting Tempo Accounts

Exporting Tempo accounts requires the Tempo Account Administrator permission.

You can export all open and closed Tempo accounts in a CSV file. You can do this to either create a backup of your accounts, or import the accounts into another Tempo instance, for example.

To export Tempo accounts:

1. Select Settings in the Tempo sidebar.

2. Under Accounts, select Import/Export.

3. Under Export, click Export Accounts.

   All open and closed accounts on your Tempo instance are saved in a CSV file. Archived accounts are not included.

The following values are exported for each account:

• Account Key

• Account Name

• Customer Key

• Customer Name

• Contact

• Contact ID

• Category Key

• Category Name

• Account Lead ID

• Account Lead Name

• Jira Project Keys

• Global Account

• Monthly Budget

• Status

• Account ID

Viewing the Exported File in Excel

When you open the resulting CSV file directly in Excel, the format is displayed as XLS and looks like a mix of semicolons and commas. Do not fear! To show the correct format:

1. Open a new sheet in Excel

2. Open the Data tab and select From text/csv

3. Choose your Tempo account .csv file

This imports the file properly as CSV and the data is displayed correctly.

Importing the Account File to Another Tempo Instance

To import the accounts from this CSV file to another Tempo instance, see Importing Tempo Accounts.