Instead of deleting a job/customer from your account, we recommend you unassign the code from your team members instead. It will remain in your Jobs/Customers list, but your team members will not see it when they track time, and it's easy to recover.
- In TSheets, select Jobs or Customers.
- Select the pencil icon next to the job you need to unassign.
- Uncheck Assign to all team members, then select Edit.
- Make sure no team members are assigned here.
- Select the back arrow, then Save.
Note: If you did delete the job/customer, do not create a replacement job or customer before following the steps below. If you've already created a replacement job or need help with this procedure, please contact TSheets Support.
To re-import the job, the name and formatting must match the original exactly. If you need to check the spelling and formatting, you can locate a past timesheet tracked against that code in a report or in the Timesheets List.
To import the deleted customer:
- In TSheets, select Jobs.
- Select More, then select the Import/Export (.csv) link.
- Select the Export tab > Existing Jobs.csv.
- Add the deleted job into the spreadsheet, and select File > Save As.
- Select a location, make sure the File Format is .csv, and select Save.
- Back in TSheets, in the Import Jobs window, select the Import tab.
- Select Choose File, select the .csv file, and then Open.
- Leave the first 2 boxes checked under Options and then select Import. The job code will be restored.
If your account is integrated with QuickBooks, Reckon, or Xero, customers/jobs can be restored using the integration. You can either re-activate the customer/job in that software or, if it is already active, make a temporary change to the name of the job/customer in that software (to update the last modified date). Then, run a sync/import to bring it back into TSheets.