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Import using the Generic Import/Export feature

Question

ID
65

Category
Office Timesheets Local
Import/Export

Date Created
8/8/2008 11:45:30 AM

Date Updated
8/27/2010 12:14:52 PM

I tried to use generic import/export to import Employee data, but I could not configure my setting correctly. How do I set up this Office Timesheets feature?

Answer

Import into Office Timesheets:

1. Click on the "Import/Export" tab.

2. Enter in the name of the Element/Item(s) being imported into the "Name" field. For example if you were importing Employee information enter in "Employee (Import)" in the "Name" field.

3. On the lower left hand corner of the page click on the "Template" button to open the "Mapping Template Editor"

4. Choose the appropriate Element/Item you are importing from the "Section" drop down menu. For example if you were importing Employee information select "(Import) Employee".

5. We strongly recommend selecting and adding (Add button) every "Available Fields" choice with the exception of any choices that begin with "EX" to ensure all valid information is not missed during the export. The only time a user would choose the options that begin with "EX" is importing data from another 3rd Party application. When you have completed your selection click on "OK".

6. Under the "Import" field (Right most field) choose the appropriate dates. For example if a "Task" began 08/08/08 you will enter this date within the date field to ensure this task is imported properly.

7. Select the "Save the Current Template" button in the "Generic" Ribbon Group in the top menu to save your current configuration for the particular Element/Item.

8. Under the "Import" field (Left most field) click "Browse" for the appropriate "Section" and select the .csv file you wish to import.

9. Select the "Import" button and the corresponding Section within Office Timesheets will populate with the imported information.

10. Repeat step 1 until all desired Elements/Items have been imported into Office Timesheets.

See Attached file for detail: ImportExport.zip

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