Starting timer

screenPatterns:
Other Action
Timer & Clock
Acknowledgement & Success

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Timer started at 2:04pm tal
+ 0:00 0:00 0:00 1:00® 0:00 0:00 0:00 with 1:00 hours (0:00 00
—_— hours ago)
Tracktime  Winter Campaign (The Paper Co.)
Design 1:00 ORSCIM | Edit
Brainstorm
Total: 1:00
Submit week for approval
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 1:04 0 0:00 0:00 0:00 1:04
Tracktime  \Winter Campaign (The Paper Co.)
Design 1:04 ORI | Edit
Brainstorm
Total: 1:04
Submit week for approval
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 1:00® 0:00 0:00 0:00 1:00
Tracktime  Winter Campaign (The Paper Co.)
Design 1:00 (© Start | Edit
Brainstorm
Total: 1:00
Submit week for approval
Terms Privacy Status Blog Help


Adding funds to a retainer

appName: Harvest

appCategory: Business

appTagline: Time tracking software with invoicing

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Application

hotspotType: Click

hotspotType: Scroll Vertically

pageType: Application Application Application Application Application

screenKeywords:
Retainer invoice for The Paper Co.
Invoice ID 5 Last used: 4 Invoice For The Paper Co.
PO Number Tax Apply tax to invoice
Issue Date 05/18/2023 Discount %
Due Date Upon receipt v Currency United States Dollar - USD
Subject
ltem Type Description Quantity Unit Price Amount
X || service v 1.00 50000  $500.00
X || service v 1.00 0.00 $0.00
+ Additem  Reorder rows Subtotal $500.00
Amount Due $500.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
< Back to Retainers
Retainer history for Dundee
All projects + Acid funds
Retainer balance Total added $0.00 Uninvoiced amount Uninvoiced time $308.00
$0‘00 Total drawn $0.00 $308‘00 Uninvoiced fixed fees $0.00
Uninvoiced expenses $0.00
Excludes expenses for Fixed Fee projects
This retainer has no activity... yet.
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
< Back to Retainers
Retainer history for The Paper Co.
All projects + Add funds
Retainer balance Total added $500.00 Uninvoiced amount Uninvoiced time $850.85
$500‘00 Total drawn $0.00 $923‘48 Uninvoiced fixed fees $0.00
Uninvoiced expenses $72.63
Excludes expenses for Fixed Fee projects
Activity Date Invoice ID Amount
05/18/2023 5 $500.00
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Retainer invoice for The Paper Co.
Invoice ID 5 Last used: 4 Invoice For The Paper Co.
PO Number Tax Apply tax to invoice
Issue Date 05/18/2023 Discount %
Due Date Upon receipt v Currency United States Dollar - USD
Subject
ltem Type Description Quantity Unit Price  Amount
X Service v 1.00 0.00 $0.00
X Service v 1.00 0.00 $0.00
+ Additem  Reorder rows Subtotal  $0.00
Amount Due $0.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Invoice 5 has been created. Dismiss
i i i View retainer details
Retalner invoice 5 - (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:12pm View history
Editinvoice || Actions v Balance: $500.00  Record payment
INVOICE ’ﬁ From | Hyperion
Invoice ID 5 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service 1.00 $500.00 $500.00
Amount Due $500.00
Attach file | Attach expense report


Updating settings

appName: Clay

appCategory: Productivity

appTagline: Be more thoughtful with the people in your network

hotspotType: Slide

screenElements: Slider Switch

pageType: Application Application

screenKeywords:
clay < Settings 5

O, search REVIEW

@ Home Reconnect 6 o

O Review Clay will intelligently recommend relationships we think you should be mindful of. Select how
many people you'd like to review daily—we recommend starting with 3.

COLLECTIONS .
Recurring Events .

@ P“-‘Ople Includes meetings that recur on your Calendar. Disabled by default because group meetings

® Notes tend to include large groups of people you might not have any interactions with.

Reminders . .

4 Calendar Relationships .
This includes people you have calendar events with.

SHARED WITH ME

22 Shared People Events with Starred People .
Show people who are starred when you have a meeting with them. Disabled by default so you
can focus on cultivating newer relationships.

GROUPS +

* Starred E-mail Relationships .

* Coffee Club This includes people whom you have responded to at least twice over e-mail.

¢ NYC Friends
Twitter Relationships .
This includes people who you've interacted with or followed on Twitter.
NOTIFICATIONS
Weekly Digest .
Receive a curated summary of activity in Clay every Sunday evening.
Daily Brief .
Receive a curated brief of the people you're meeting today, sent each morning.
THEME
Automatic Light/Dark .
Matches device settings

+ Newpeson @ | N |
|clay < Settings 5

O, search REVIEW

@ Home Reconnect 3 o

O Review Clay will intelligently recommend relationships we think you should be mindful of. Select how
many people you'd like to review daily—we recommend starting with 3.

COLLECTIONS .
Recurring Events .

@ P“-‘Ople Includes meetings that recur on your Calendar. Disabled by default because group meetings

® Notes tend to include large groups of people you might not have any interactions with.

Reminders . .

4 Calendar Relationships .
This includes people you have calendar events with.

SHARED WITH ME

22 Shared People Events with Starred People .
Show people who are starred when you have a meeting with them. Disabled by default so you
can focus on cultivating newer relationships.

GROUPS +

* Starred E-mail Relationships .

* Coffee Club This includes people whom you have responded to at least twice over e-mail.

¢ NYC Friends
Twitter Relationships .
This includes people who you've interacted with or followed on Twitter.
NOTIFICATIONS
Weekly Digest .
Receive a curated summary of activity in Clay every Sunday evening.
Daily Brief .
Receive a curated brief of the people you're meeting today, sent each morning.
THEME
Automatic Light/Dark .
Matches device settings

+ Newpeson @ | N |


Reports

screenElements:
Pagination
Divider
Stacked List
Tab

screenPatterns: Charts Home

pageType: Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
<« > Thisweek: 15 -21 May 2023 Week v
Total hours @ Billable 24.31 Billable amount Uninvoiced amount
31.31 = Nonilable 700 $850.85 $923.48
Clients  Projects Tasks Team
Breakdown of tasks .
_ sorted by hours. Detailed report = Export v &
Name Hours A Billable hours Billable amount
@ Design 17.56 (D 17.56 (100%) $614.60
@ Business Development 7.00 0 0.00 (0%) $0.00
@ Project Management 6.75 D 6.75 (100%) $236.25
Total 31.31 24.31 $850.85
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 11:40 © 0:00 0:00 0:00 11:40
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 (© Start  Edit
Brainstorm
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 (O Start | Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Winter C. i The P: Co.
|n. er Campaign (The Paper Co.) 6:36 @ Start Edit
Design
Total: 11:40
Submit week for approval
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
<« > Thisweek: 15 -21 May 2023 Week v
Total hours @ Billable 24.31 Billable amount Uninvoiced amount
31.31 % Nonsilsbi 700 $850.85 $923.48
Clients Projects Tasks Team

Active projects only Detailed report || Export v | &
Name v Hours Billable hours Billable amount
The Paper Co. 31.31 () 24.31  (78%) $850.85
Total 31.31 24.31 $850.85

Terms Privacy Status Blog Help


Referring a friend

hotspotType: Keyboard Input

screenPatterns:
Invite & Refer Friends
Dashboard

screenPatterns:
Invite & Refer Friends
Error

screenElements:
Banner
Dropdown Menu

screenPatterns:
Invite & Refer Friends
Error
Invite & Refer Friends
Dashboard
Invite & Refer Friends
Invite & Refer Friends

pageType: Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
X Sorry, that's too many emails! Dismiss
Recommend Harvest to your friends
When your friends use your referral link to sign up for a paid account, we'll take $10 off of their first
month, and you'll receive a $10 credit to your account. Learn more
Total trials Referred customers Total earned credits Remaining credits
Referral link http://try.hrv.st/4-620866
Copy the link from the readonly input above.
Share referral $7 Share on Twitter
Refer by email gulgowski.kurt@powlowski.com
zkoepp@hotmail.com
legros.yoshiko@kunze.com
myrtie.prosacco@grant.net
matt.bayer@gmail.com
Enter up to 5 email addresses, separated by a new line or comma.
Send referrals
Your testimonial Optionally, tell us why you love Harvest.
4
This will display on your referrals. You have 200 characters remaining.
Save testimonial
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Recommend Harvest to your friends
When your friends use your referral link to sign up for a paid account, we'll take $10 off of their first
month, and you'll receive a $10 credit to your account. Learn more
Total trials Referred customers Total earned credits Remaining credits
Referral link http://try.hrv.st/4-620866
Copy the link from the readonly input above.
Share referral £J Share on Twitter
Refer by email michael@example.com
dwight@example.com
jim@example.com
4
Enter up to 5 email addresses, separated by a new line or comma.
Send referrals
Your testimonial Optionally, tell us why you love Harvest.
4
This will display on your referrals. You have 200 characters remaining.
Save testimonial
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ¢ Unsubmitted Approved Jane Smith
—_— 1 Hyperion I
My profile
< > Today: Thursday, 18 May | |
My time report
Mon Tue Wed Thu Fri Sat Sun Notifications
+ 0:00 10:30© 4150 16:34 © 0:00 0:00 0:00
- . Refer a friend |
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 Signout
Brainstorm ———
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 (O Start | Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Winter Campaign (The Paper Co.) i
: Edit
Project Management 0:30 ® Start :
Winter Campaign (The Paper Co.)
Business Development 4:00 © start Edit
Lead generation
Win'ter Campaign (The Paper Co.) 3:00 ® Start Edit
Business Development
Winter Campaign (The Paper Co.) PN N o~ o
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Recommend Harvest to your friends
When your friends use your referral link to sign up for a paid account, we'll take $10 off of their first
month, and you'll receive a $10 credit to your account. Learn more
Total trials Referred customers Total earned credits Remaining credits
Referral link http://try.hrv.st/4-620866
Copy the link from the readonly input above.
Share referral $7 Share on Twitter
Refer by email gulgowski.kurt@powlowski.com
zkoepp@hotmail.com
legros.yoshiko@kunze.com
myrtie.prosacco@grant.net
matt.bayer@gmail.com
Enter up to 5 email addresses, separated by a new line or comma.
Send referrals
Your testimonial Optionally, tell us why you love Harvest.
4
This will display on your referrals. You have 200 characters remaining.
Save testimonial
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
v/ 3invitations were successfully sent. Dismiss
Recommend Harvest to your friends
When your friends use your referral link to sign up for a paid account, we'll take $10 off of their first
month, and you'll receive a $10 credit to your account. Learn more
Total trials Referred customers Total earned credits Remaining credits
Referral link http://try.hrv.st/4-620866
Copy the link from the readonly input above.
Share referral £J Share on Twitter
Refer by email michael@example.com
dwight@example.com
jim@example.com
4
Enter up to 5 email addresses, separated by a new line or comma.
Send referrals
Your testimonial Optionally, tell us why you love Harvest.
4
This will display on your referrals. You have 200 characters remaining.
Save testimonial
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Recommend Harvest to your friends
When your friends use your referral link to sign up for a paid account, we'll take $10 off of their first
month, and you'll receive a $10 credit to your account. Learn more
Total trials Referred customers Total earned credits Remaining credits
Referral link http://try.hrv.st/4-620866
Copy the link from the readonly input above.
Share referral $7 Share on Twitter
Refer by email gulgowski.kurt@powlowski.com
zkoepp@hotmail.com
legros.yoshiko@kunze.com
4
Enter up to 5 email addresses, separated by a new line or comma.
Send referrals
Your testimonial Optionally, tell us why you love Harvest.
4
This will display on your referrals. You have 200 characters remaining.
Save testimonial
Terms Privacy Status Blog Help


Pricing

pageType: Marketing

pagePatterns:
Landing Page
Hero Section

screenElements:
Top Navigation Bar
Logo
Button

pagePatterns:
Pricing Page
Feature Section

pagePatterns:
Pricing Page
FAQ Section

screenElements:
Top Navigation Bar
Logo
Button
Switch
Accordion

pagePatterns:
Pricing Page
Landing Page
Hero Section
Pricing Page
Pricing Section
Social Proof (Logo Cloud) Section
Pricing Page
FAQ Section
Pricing Page
Feature Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
Can we switch our billing frequency? v
8 88 8 T 8 88 8 GEETE 8 88 8 GEREEE
Excellent
“Harvest is great. It has “I've tried numerous other “We've tried using other
****’} LITERALLY changed the way invoicing tools but none solutions and end up coming
we work. Makes our staffing compare to the stability, quality, back to Harvest. Exceptionally
Based on 748 reviews and budgeting estimates VERY and reliability of Harvest. You easy to use and does its job
easy.” just can't beat it extremely well”
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Brock P. Jonathan S. Matthew T.
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|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
W W W W 1 4.6 (748 reviews)
M th ti t Ki
Finally, an easy way to track time across projects. Instant reports, seamless
iInvoicing and payments, and integrations with the tools your team loves.
Your work email Get Started
Free 30-day trial. No credit card required.
Timesheet  Pending approval  Unsubmitted  Archive sy vl o s E——
© Enplomes 10 v P
< > Today: Thursday, 10 Mar B Day  Week ) 2030 3500
® 1542 (T 35.00
+ Mon Tue Wed Thu Fri Sat Sun Week total
. 7:45 8:00 7:41 508 © 0:00 0:00 0:00 28:34 € 1o N 3500
Newentry Website (Farringdon ) -9 5320 N 5 3500
lew Compant lebsite -arringdon Inc) .
Meetings P ¢ 0:48 O Start | Edit @ R 3500
-3 3200 (T 3500
Product Launch (Rotherhithe Design) B ; 2652 (T 3500
athe et 125 | ©sun (s -
3 2010 3500
Mobile App (Spitalfields Communications) 2:21 ® start cait °0 s1o7 (I 35.00
Design i @ 2205 T 3500
Mobile App (Spitalfields C ications) )
Pr:j;:tM‘;:ag:m:nte s Gommunication 0:42 Q© start Edit
i Internal ~cacte Riidaot ramainina (4 204L)
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Signin
$7.4 billion 80% ' $52,000
Lost per day due to incorrectly IIII Less admin with automated time ’jlll Extra billable time per employee
recorded work activities tracking - with better time tracking
Frequently aSked queStlonS How do | sign up for the free plan? "%
What happens at the end of my trial? v
Does my team qualify for any discounts? "%
How can | get a quote for my team? v
What are our payment options? v
|"r" h arvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
Annual O Monthly
Save 10% with annual plan
1 seat forever Unlimited seats per seat per month,
2 projects Unlimited projects billed yearly
30-day free trial 30-day free trial
No credit card required. No credit card required.
70,000+ companies track time with Harvest — —— — ——————————
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@ ACLU CONDE NAST ooty nCNona Deloitte. @ Yale
|“r" ha rvest Why Harvest? Features Customers Integrations Pricing Signin Try Harvest free

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When your trial account meets the free plan’s requirements,
you can sign up for the free version during the upgrade
process. On the Upgrade Your Harvest Plan page, click
the switch to the free version link below the plan options.
What happens at the end of my trial? v
Does my team qualify for any discounts? "%
How can | get a quote for my team? v
What are our payment options? v
What happens if my team size changes? v
Can we switch our billing frequency? v
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
\ | 14 N | ’
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Time Tracking Reminders Invoicing
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desktop, mobile, and web browser. another hour. and expenses.
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Online Payments Reporting Integrations
Accept online payments. Sync with QuickBooks Create reports across projects. Budgets, time, Integrate with 50+ apps including Asana,
and Xero. team capacity, cost breakdowns, etc. Basecamp, Trello, Slack, and more.
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Budgets Cost Tracking Expenses
Monitor project budgets. Get early alerts when See how much every project costs to Add project expenses in just a few clicks. Easily
projects take longer than budgeted. complete. Drill down into details. attach photos of receipts.


Uninvoiced

screenElements:
Table
Stacked List

screenKeywords:
Time Detailed time Detailed expense Contractor Uninvoiced
¢ » This month: 01 - 31 May 2023 Month
Total
$2,464.23
Active projects only Projects with balance only Export v | &
Name Total hours Uninvoiced Uninvoiced Uninvoiced
hours expenses amount
Dundee 22.00 $0.00 $308.00 Invoice
[DU-C-S0823] Summer Campaign ( Time & Materials 22.00 22.00 $0.00 $308.00
Example Client 12.00 $32.75 $1,232.75 Invoice
Example Project ( Time & Materials 12.00 12.00 $32.75 $1,232.75
Michael Scott Paper Company 0.00 $0.00 $0.00 Invoice
[DLVR-MSPC] Wholesale Deliveries ( Time & Materials 0.00 0.00 $0.00 $0.00
Tech Support ( Time & Materials 0.00 0.00 $0.00 $0.00
The Paper Co. 24.31 $72.63 $923.48 Invoice
Winter Campaign ( Time & Materials 31.31 24.31 $72.63 $923.48
Vance Refrigeration 0.00 $0.00 $0.00 Invoice
[GLOSS-VANCE] High-Gloss Fliers ( Time & Materials 0.00 0.00 $0.00 $0.00


Team

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

Import Export View archived people >

¢« » This week: 15 -21 May 2023 Everyone
Total hours Team capacity @ Billable 2431 (I
31.31 37.50 [} Non-billable 7.00 2o a0tk oo a0

(® Employees (1) v Hours Capacity Billable hours
@ sane smith ouner 131 37.50 2431  Actions v
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Import Export View archived people >
& > 01 —_ 07 May 2023 Return to this week Everyone v
Total hours Team capacity @ Billable 0.00
0.00 37.50 [} Non-billable 0.00 2o a0tk oo a0
Employees (1) v Hours Capacity Billable hours
©
@ Jane Smith { Owner 0.00 37.50 0.00 | Actions v
Terms Privacy Status Blog Help


Restoring a contact

hotspotType: Hover

screenKeywords:
clay < Archive 5
O, search
) Home
‘O Review
COLLECTIONS
® People
® Notes
4 Reminders
SHARED WITH ME
‘2 Shared People
GROUPS + @
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-+ New Person *
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0 Home Jane Smith
. © TODAY

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+ New Person ©


Creating a new client

screenPatterns:
Bookmarks & Collections
Add & Create

pageType: Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles

New client

Once you've added a client, you can add projects and contacts.

Client name

Address

z
Preferred currency Account default (United States Dollar - USD) v
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
v/ Ace has been added. Dismiss
Clients
+ New client + Add contact Import/Export v
Q Filter by client or contact
Edit  Ace + Add contact
Edit Dundee + Add contact
Edit | Example Client + Add contact
Edit | Michael Scott Paper Company + Add contact
Edit | The Paper Co. + Add contact
Edit John Smith
jane2.mobbin.test@gmail.com
Edit | Vance Refrigeration + Add contact
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
Clients
+ New client + Add contact Import/Export v
Q Filter by client or contact

Edit Dundee + Add contact

Edit | Example Client + Add contact

Edit | Michael Scott Paper Company + Add contact

Edit | The Paper Co. + Add contact

Edit John Smith

jane2.mobbin.test@gmail.com
Edit | Vance Refrigeration + Add contact
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles

New client

Once you've added a client, you can add projects and contacts.

Client name Ace

Address 1226 University Drive

4
Preferred currency Account default (United States Dollar - USD) v
Terms Privacy Status Blog Help


Importing clients

screenPatterns:
Acknowledgement & Success
Bookmarks & Collections
Import & Export

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
Clients
+ New client + Add contact Import/Export v
Q Filter by client or contact Import clients from CSV

. Import contacts from CSV

Edit  Ace + Add contact
' Export clients to Excel I

. Jerome Smith
Edit .
Manager, jerome@ace.com Export clients to CSV

. Export contacts to Excel |

Edit Add tact

I ILCED Export contacts to CSV + contac

Edit | Example Client + Add contact

Edit | Michael Scott Paper Company + Add contact

Edit | The Paper Co. + Add contact

Edit John Smith

jane2.mobbin.test@gmail.com
Edit = Vance Refrigeration + Add contact
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Import clients from CSV
To prepare the file, use Excel (or your favorite spreadsheet program), and organize your client data into
the following 2 columns:
Client Name, Address
Column names and order must match exactly for the import to work, and be sure to include the header
row. Here's a sample file you can use as a starting point.
After formatting the file, export it to a CSV file and import it below.
Choose file No file chosen
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|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Import successful!
Data has been imported from file clients2.csv. We successfully created 2 clients on May 18, 2023 at
07:17AM.
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
Clients
+ New client + Add contact Import/Export v
Q Filter by client or contact

Edit Dundee + Add contact

Edit | Example Client + Add contact

Edit | Michael Scott Paper Company + Add contact

Edit | The Paper Co. + Add contact

Edit John Smith

jane2.mobbin.test@gmail.com
Edit | Vance Refrigeration + Add contact
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Import clients from CSV
To prepare the file, use Excel (or your favorite spreadsheet program), and organize your client data into
the following 2 columns:
Client Name, Address
Column names and order must match exactly for the import to work, and be sure to include the header
row. Here's a sample file you can use as a starting point.
After formatting the file, export it to a CSV file and import it below.
Choose file clients2
Terms Privacy Status Blog Help


Landing page

screenElements: Button Logo

hotspotType: Scroll Horizontally

pagePatterns:
Landing Page
Content Section

hotspotType: Drag

pagePatterns:
Feature Section
Landing Page

pagePatterns:
Landing Page
Feature Section

screenElements:
Grid List
Card

pagePatterns:
Footer Section
Landing Page

screenElements:
Button
Logo
Animation & Video
Grid List
Card
Grid List
Card
Animation & Video
Thumbnail
Page Control
Illustration

pagePatterns:
Landing Page
Hero Section
Landing Page
Feature Section
Landing Page
Social Proof (Logo Cloud) Section
Footer Section
Landing Page
Landing Page
Landing Page
Social Proof (Testimonial) Section
Landing Page
Content Section
Blog Section
Feature Section
Landing Page
Landing Page

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Clay automatically builds a collection of everyone you know —
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Say goodbye to entering information manually, mindless tagging,
and out-of-date details. Clay populates photos, bios, education
and work history, location, and social profiles automatically, and
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|Clay STORIES ~ CAREERS  PRICING  ABOUT SIGN IN @
slapdash nature of maintaining close personal and professional
contacts in notes apps and Excel files, DMs and texts. We wanted
a more streamlined and thoughtful approach for keeping in touch
with our ever-growing network. And after searching and
searching for something better, we built it ourselves.
We subscribe to the idea that being thoughtful and helpful with
people is still too difficult. It's something we all know intuitively.
To achieve more, to be more successful, to be happier, we need
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If you agree, you're going to love Clay.
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|Clay STORIES  CAREERS  PRICING  ABOUT SIGN IN
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|Clag STORIES  CAREERS  PRICING  ABOUT SIGN IN @
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TITANS OF INDUSTRY
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AN INTRODUCTION
People are at the heart of what we do.
People make us laugh, challenge us to improve, support us when
things are tough, and celebrate with us once they get better. But
being more generous, more responsive, more conscientious,
more considerate with those people? That takes effort.
Almost all successful people naturally identify the importance of
conscientiousness, spending time and money to remember the
most important parts of their careers and lives — other people.
Personally, we grew tired of endlessly switching apps, of the
slapdash nature of maintaining close personal and professional
contacts in notes apps and Excel files, DMs and texts. We wanted
a more streamlined and thoughtful approach for keeping in touch
with our ever-growing network. And after searching and
searching for something better, we built it ourselves.
We subscribe to the idea that being thoughtful and helpful with
people s still too difficult. It's something we all know intuitively.
To achieve more, to be more successful, to be happier, we need
to start thinking about others first.
|Clag STORIES ~ CAREERS  PRICING  ABOUT SIGN IN
Cultivate serendipity.
Every feature in Clay is intentionally crafted to introduce
serendipity and chance into your network, to recreate that feeling
of running into someone on the street or seeing an old friend.
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WELCOME TO CLAY - MAY 18
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WELCOME TO CLAY - MAY 18
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Bachelor of Arts

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.
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B
minimalism (part
1: lif I

[ J

: lifestyle
anything goes with emma chamberlain
MAY 04 . 42 MINS
over the past few years, we've experienced a lot of
maximalism across the board. it's been a major lifestyle
trend. it's been a major fashion trend. it's been a present
theme over the past few years. but i feel like its
trendiness might be coming to a t... see more
Episode transcript >

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B
minimalism (part
1: lif |

[ J
: lifestyle
anything goes with emma chamberlain
MAY 04 . 42 MINS
over the past few years, we've experienced a lot of
maximalism across the board. it's been a major lifestyle
trend. it's been a major fashion trend. it's been a present
theme over the past few years. but i feel like its
trendiness might be coming to a temporary end. maybe
it's just me, but i've been feeling this collective fatigue.
we're sick of it, we're tired of it, we're ready to go back
to minimalism. and so i present to you part one of a
three part series on minimalism. today in part one, we're
going to be discussing the minimalist lifestyle.
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|12:00 V4l
& minimalism (part 1: lifestyle) - anythin... :
three part series on minimalism. today in part one, we're
going to be discussing the minimalist lifestyle.
Learn more about your ad choices. Visit
podcastchoices.com/adchoices
MAY 04 . 42 MINS
Episode transcript >

mi
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& anything goes with emma cha...
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Ed Sheeran may be the quintessential pop star of
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