Import projects from Basecamp

Here's how to import projects from Basecamp into FreeAgent.

Before you start

You first need to enable the integration between your FreeAgent account and your Basecamp or Basecamp Classic account.

You'll also need to first set up the contact for this project in FreeAgent, either by importing the contact from Basecamp or by setting the contact up within FreeAgent.

1. Import all your Basecamp projects

From the Work menu, choose Projects, then select the ‘Import’ button.

Select an ‘Import’ option from the Basecamp screen to start importing your projects into FreeAgent.

2. Review your 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.

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’ button to bring the projects into FreeAgent.

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 clicking on it and selecting the Delete button. You can then re-run the import routine and choose the correct project from the list.