Import Staff Time Without Clients Log Transactions

You can import Staff Time without Clients Log transactions into Time Tracking instead of manually keying them in.

The columns in the spreadsheet should be as follows:

  • Column A: Data Collection Type Description

  • Column B: Staff Code

  • Column C: Hours Type (B (Begin/End Date/Time) or H (Date/Hours))

  • Column D: If Hours Type is H, the Date of the log entry

  • Column E: If Hours Type is H, the number of hours for the log entry

  • Column F: If Hours Type is B, the Begin Date Time

  • Column G: If Hours Type is B, the End Date Time

  • Column H: Cost Center Code

  • Column I: Task Description

  • Column J: Notes

Here is an example file:

Sample import file

To import time without client transactions:

  1. Drag the Microsoft Excel file(s) you want to import or select Choose Files to browse for the file and click Upload.

    Drag the Microsoft Excel file(s) you want to import or select Choose Files (to browse for the file) and click Upload.

  2. When the file has been processed Done will appear beneath it if the import was successful.

    When the file has been processed Done will appear beneath it if the import was successful.

    Otherwise, Errors will appear beneath it. If you click on Errors you can see what caused the import to fail such as a Staff or Time Off Reason that doesn't exist or is inactive.

    If you click on Errors you can see what caused the import to fail (such as a Staff or Time Off Reason that doesn't exist or is inactive).