Replicon Data Import Utility User Guide
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TimeAttend TimeCost TimeBill TimeOff Replicon WebExpense Data Import Utility Version 8.27 USER GUIDE Notices © 2006‐2012 Replicon, Inc. All rights reserved. All parts of this document are the property of Replicon Inc. No part of this document may be reproduced in any manner whatsoever including me‐ chanical or electronic media such as disk or tape. No part of this document may be transmitted in any form by any means without the prior written permission of Replicon Inc. Replicon, Web Resource, and Web TimeOff and associated logos are trademarks of Replicon, Inc. Other product or service names mentioned in this document may be trademarks of Replicon, or of the respective owners of those trademarks. This document may include links to websites not owned or managed by Replicon, Inc. Note that every effort has been made at the time of release to ensure all links provided are valid. However, Replicon makes no guarantee that the links will continue to be valid in the future. Additionally, Rep‐ licon is not responsible for the information included in these websites and provides no guarantees or warranties regarding the accuracy of this in‐ formation. Revision 08/15/12 2 Table of Contents Chapter 1 Welcome .................................................................................................................................................................. 8 About the Replicon Data Import Utility............................................................................................................................................................ 8 Benefits of the Import Utility .....................................................................................................................................................................................................................8 The Import Process ....................................................................................................................................................................................................................................8 About this User Guide ...................................................................................................................................................................................... 9 Document Conventions..............................................................................................................................................................................................................................9 Contacting Support........................................................................................................................................................................................... 9 Chapter 2Setting Up the Import Utility................................................................................................................................... 10 Ensuring the Replicon URL is entered in System Preferences........................................................................................................................ 10 Unzipping the Files ......................................................................................................................................................................................... 10 Zip File Contents.......................................................................................................................................................................................................................................10 Copying Configuration Files............................................................................................................................................................................ 11 Specifying the Date Format ............................................................................................................................................................................ 11 Chapter 3Creating an Import File ........................................................................................................................................... 14 About the Import File Format......................................................................................................................................................................... 14 Creating an Import File................................................................................................................................................................................... 15 Troubleshooting CSV Files in Microsoft Excel ..........................................................................................................................................................................................17 Field Values Aligned One Column Left of Field Names.....................................................................................................................................................................17 Additional Comma Added to Each Entry ..........................................................................................................................................................................................17 Automatic Formatting of Dates which Does Not Match Required Date Format..............................................................................................................................18 Missing Commas in Files with More than 15 Rows..........................................................................................................................................................................18 Table of Contents 3 Chapter 4Importing Data ....................................................................................................................................................... 20 Importing a File............................................................................................................................................................................................... 20 Viewing the Detailed Results of the Import ................................................................................................................................................... 20 Recommended Order of Import..................................................................................................................................................................... 21 Chapter 5Formatting the Data ............................................................................................................................................... 22 Formatting Overview...................................................................................................................................................................................... 22 Understanding Field Types.......................................................................................................................................................................................................................23 Formatting of Specific Fields....................................................................................................................................................................................................................23 Specifying User Defined Fields .........................................................................................................................................................................................................24 Specifying Departments ...................................................................................................................................................................................................................25 Specifying Tasks ..............................................................................................................................................................................................................................26 Command Formats ......................................................................................................................................................................................... 26 Clients .....................................................................................................................................................................................................................................................27 Adding a Client — #CLIENTADD .......................................................................................................................................................................................................27 Editing a Client — #CLIENTUPD........................................................................................................................................................................................................28 Deleting a Client — #CLIENTDEL ......................................................................................................................................................................................................30 Departments ............................................................................................................................................................................................................................................30 Adding a Department — #DEPTADD................................................................................................................................................................................................31