What columns do you need from Clockify’s CSV?
Three: Start Date, Description, and Duration (decimal). Clockify exports a lot of other columns (Project, Client, Task, User, Email, Tags, Billable, Start Time, End Date, End Time, Duration (h), Billable Rate, Billable Amount) — we ignore them. If you filter the report to one project / client before exporting, every row in the CSV belongs to one retainer.
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What columns do you actually need?
Three: Date, a description (FreshBooks calls this Notes on the Detailed Time report; some exports label it Service), and Duration (in either h:mm or decimal — we accept both). FreshBooks exports a wider set of columns (Client, Project, Team Member, Billable, Rate, Amount); we ignore them for the retainer view. Filter the report to one client / project before exporting and every row in the CSV belongs to one retainer cycle.
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Can I run a retainer in FreshBooks AND have a HourTab page for the same client?
Yes — that’s the standard setup. FreshBooks owns the contract, the recurring invoice, and the retainer billing object. HourTab owns the public “hours used vs hours bought” URL the client looks at between invoices. They never need to cross.
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What columns do you need from Harvest’s CSV?
Three: Date, Notes, Hours. Everything else Harvest exports (Client, Project, Task, First Name, Billable?, etc.) is ignored. If you filter your Harvest report by the retainer client before exporting, every row in the CSV belongs to one retainer — no server-side matching needed.
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What columns do you actually need?
Three: Date, a description (Hubstaff calls this Task; if you don’t use Tasks, the Notes column on the Detailed report works the same way), and Time (Hubstaff exports h:mm:ss by default; we accept that and decimal hours). Hubstaff exports more columns — Project, Member, Activity %, Idle time, Screenshots count — we ignore them. Filter the report to one client / project before exporting and every row in the CSV belongs to one retainer cycle.
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Doesn’t Hubstaff already have a Client Hub? Why a second URL?
Client Hub is a great invoice-and-approval inbox — sent invoices, paid invoices, time approvals, project budgets. What it doesn’t answer cleanly (without your client logging in and clicking around) is the in-cycle question: where are we right now, halfway through the month? HourTab is the “halfway through the month” view. The two coexist; if anything HourTab reduces Client Hub logins, because the routine status question is already answered before they think to ask.
Full Hubstaff walkthrough → · more Hubstaff Q&A
Can I run a retainer in Hubstaff AND have a HourTab page for the same client?
Yes — that’s the standard setup. Hubstaff owns the time tracking, the project budget, and the invoice the client pays. HourTab owns the public “hours used vs hours bought” URL the client looks at between invoices. They never need to cross.
Full Hubstaff walkthrough → · more Hubstaff Q&A
What columns do you need from Toggl’s CSV?
Three: Start date, Description, Duration. Everything else Toggl exports (user, project, billable, tag, etc.) is ignored. If you filter your Toggl report by a client tag before exporting, everything in the CSV belongs to one retainer — no server-side matching needed.
Full Toggl walkthrough → · more Toggl Q&A