Import projects from Basecamp

This article provides a simple guide on importing projects from Basecamp into FreeAgent.

Please note:

Import projects from Basecamp

Navigate to the 'Work' tab at the top of the screen and select 'Projects' from the drop-down menu.

Projects highlighted in Work tab drop down menu.

Next, select 'Import Projects’. Please note that the screen you see will differ depending on whether you've already created your first project in FreeAgent or not.

'Import projects' button highlighted on Projects page.

Select the 'From Basecamp' tab.

'From Basecamp' tab highlighted on Import projects page.

If you haven't already done so, connect your FreeAgent account to Basecamp and then select 'Import from Basecamp'.

'Import from Basecamp' button highlighted on Import Projects page.

Review the imported projects

You'll then need to review your imported projects and choose which ones you want to bring into FreeAgent. Select the 'ready for review' link.

Link for 'ready for review' highlighted on Projects page.

FreeAgent shows you a list of the imported projects. Choose which ones you want to import and tick the boxes next to those projects' names. Tick the box at the top of the list if you want to import all of them and make sure the projects are assigned to the correct contact.

When you’re ready, select the ‘Import Projects’ button to bring the projects into FreeAgent.

'Select Projects to import' page with an 'Import Projects' button.

FreeAgent will then import the project(s) and list them on your Projects page, ready for you to work with.

What if I choose the wrong project?

Just delete the project you don't want by selecting it and then selecting the red cross ('x') button. You can then re-run the import routine and choose the correct project from the list.

Red cross ('x') button highlighted next to listed projects.

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