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Export using the Generic Import/Export feature

Question

ID
63

Category
Office Timesheets Local
Import/Export

Date Created
8/5/2008 10:49:59 AM

Date Updated
8/27/2010 12:16:12 PM

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

Answer

Please carefully read the instructions below as any deviation from these steps will result in an unsuccessful export.

Export from Office Timesheets:

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

2. Enter in the name of the Element/Item(s) being exported into the "Name" field. For example if you were exporting Employee information enter in "Employee" 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 exporting from the "Section" drop down menu. For example if you were exporting Employee information select "(Export) 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. Choices that begin with "EX" is solely for importing purposes and will not be used for the export process. When you have completed your selection click on "OK".

6. Under the "Export" (Right most field) field choose the appropriate dates. For example if a "Task" began 08/05/08 you will enter this date within the date field to ensure this task is exported properly.

7. Under the "Export" field (Right most field) it is very important to choose the appropriate Element/Item you are exporting. For example if you are exporting Employee information select the "Employee" option below the "Task Status Fields..." button.

8. 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.

9. Under the "Export" field (Left most field) create and enter the name of your file in the appropriate "Section" and add the .csv extension. For example if you are exporting Employee information type in Employee.csv

10. Select the "Export" button and save the file to your desktop.

11. Repeat step 1 until all desired Elements/Items have been exported and saved to your desktop.

See file for details: ImportExport.zip

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