Import from Paymo
Move your clients, contacts, projects, tasks, time entries, and invoices from Paymo into Hoursmith with your Paymo API key.
Switching from Paymo? Hoursmith imports most of your data directly using your Paymo API key.
You'll find it under Settings → Imports (/settings/imports).
- Role
- OwnerAdmin
The Paymo import is run by Owner and Admin, and is free on every plan. You'll need a Paymo API key.
Your Paymo API key is pasted into the wizard and never stored. If you run the import again later, you'll need to paste the key again.
Run the import
The wizard has these steps: intro → key → preview → map team → confirm → running → done.
Choose Paymo
On Settings → Imports, use the source picker and choose Paymo, then read the intro.
Paste your Paymo API key
Enter your Paymo API key. Hoursmith uses it to read your Paymo data for this run only.
Preview
Review the preview of what will come across.
Map your team
Map every Paymo user to a workspace member. This step is required.
Confirm and run
Confirm to start. The wizard shows a running state, then done with a summary.
Map your team is required — every Paymo user must be mapped to an existing workspace member. Your members are listed for mapping, and nobody is auto-invited. Invite teammates first if you need more people to map to. See Invite members.
What comes across
| From Paymo | Notes |
|---|---|
| Clients | Active and archived. |
| Client contacts | An email is required — contacts without one are skipped and reported. |
| Projects | Rate type is mapped. |
| Tasks | The Paymo task-list name becomes a tag. |
| Time entries | Manual vs. timer is preserved. |
| Invoices | Imported as immutable snapshots. |
Paymo company settings pre-fill only blank workspace fields — they won't overwrite details you've already set in Workspace settings.
What isn't imported
These don't come across from Paymo:
- expenses
- estimates
- file attachments
- comments
- currency override
- logo
- invoice number format
- Stripe / SMTP / PayPal credentials
- per-user preferences
After the import
Hoursmith records the run as an import job with per-entity counts and any errors (for example, contacts skipped for missing emails). Within 24 hours the Owner can undo it. See Import jobs and Undo an import.
Troubleshooting
- Another import is already running. Only one import runs per workspace at a time — wait for it to finish.
- Some contacts didn't come across. Contacts without an email are skipped and listed in the job's report. Add emails in Paymo and re-import, or add those contacts by hand.
- I can't finish the map-team step. Every Paymo user must map to an existing member. Invite the missing teammates first.
- The import failed. See Import failed.
Imports & exports overview
Bring your data into Hoursmith from Paymo or a CSV/Excel file, and export it back out — what's importable, where it lives, and who can do it.
Import from CSV / Excel
Upload clients, projects, or time entries from a spreadsheet — supported formats, limits, required fields, and the import wizard step by step.