Work Import Builder

Setup

Choose a date range, confirm your name, and optionally update your project list before loading calendar events.

Date Range

Start Date

End Date

Completed By (all entries)

Owner ID (optional — used in export)

ℹ️ All-day events, working location markers, and out-of-office blocks are automatically excluded.

Project List

—

Projects loaded

Loading from saved data…

Load Calendar Events

📋 Copy the prompt below, paste it into the Claude chat above, then paste Claude's JSON response into the box underneath.

1 — Copy & send this to Claude in the chat above

2 — Paste Claude's JSON response here (auto-processes on paste)

Resolve Overlapping Events

The following events overlap in time. Decide how to handle each pair before reviewing entries.

Review & Fill Entries

Complete required fields for each event.

Completed By

1 / 1

Export to HubSpot

Review your summary, then download the ready-to-import file.

📁 Report History

Saved locally in your browser · kept 90 days (up to 30 reports)

Your project list is saved in your browser and persists between sessions.

How to export your project list from HubSpot

Navigate to HubSpot Work
Click the "+" sign to add a new view tab and select Table
Click the "+" sign in the filter row to add a filter for Completed by
Filter by records completed by Me
Export this view and upload it below

Columns A–C are ignored. D = Company Name · E = Project Name · F = Company Record ID · G = Project Record ID

📂

Drop a HubSpot Work CSV export here or click to upload

Expected: Associated Company · Associated Project Custom · Associated Company IDs · Associated Project Custom IDs

0 projects

Company Name	Company Nickname	Company ID (optional)	Project Name	Project Nickname	Project ID

📖 User Guide

What this tool does

Turns your Google Calendar events into a ready-to-import HubSpot Work file (.xlsx or .csv). You review each event, assign Work Type / Pipeline / Company / Project, resolve time overlaps, and export.

1 · Setup

Pick your date range and confirm Completed By. The Owner ID auto-fills for recognized names and is used in the export's Completed By column. Use ⚙ Manage / Update Projects to import your company & project list from a HubSpot Work export CSV (one-time setup — it's saved in your browser). 💾 Saved Sessions lets you resume earlier work.

2 · Load

Copy the generated prompt, run it in Claude (with the Google Calendar connector), paste the JSON result back into the box. Events load and are classified automatically where possible. All-day or overlapping OOO events flag affected entries with a 🏖️ badge.

3 · Overlaps

When two events overlap in time, choose: subtract the overlap from one, keep both, or adjust minutes manually. Entries reduced to 0 minutes are excluded automatically.

4 · Review

One by One — work through entries card by card. Status filter chips (All / Pending / Complete / OOO / Removed) narrow the rotation. Mark Complete & Next validates required fields and advances.

Table — see everything at once. Search and filter chips narrow rows; check rows to open the blue bulk bar and apply Work Type / Pipeline / Company / Project / Status to all selected rows at once. Selections clear after each apply (your chosen values stay).

Splitting — use 🔀 Split to divide one event across multiple companies/projects. Pipeline & Work Type stay in sync across split rows. Saving splits completes the original; only the split rows export.

5 · Export

Download as .csv (preferred for HubSpot import) or formatted .xlsx. Every export is saved to Report History (kept 90 days, up to 30 reports) where it can be re-downloaded anytime.

Good to know

Descriptions default to a unique 6-digit ID to prevent duplicate-row rejections in HubSpot.
Everything saves locally in your browser — projects, settings, sessions, report history. Nothing is shared between users.
Progress auto-saves as you work; reopen the file and you'll be prompted to resume.
All pick lists are searchable — type any part of a name (e.g. "phenix") to find it.

🚫 Original entry excluded
This event will not appear as its own row in the final export.

✅ Split rows exported
Each row below becomes its own HubSpot work record.

#	Company	Project	Minutes	%	Description	Pipeline	Work Type