The Timesheet Import Template

Note: To access this function you will need to be assigned the "System Administrators" Role.

1. Download the Timesheet Import Template by opening the menu item Setup -> System. On the Report tab (opened by default), find and expand the report System Reports -> Timesheet Import Template, then click on Next >

   

2. Select the company

   

3. Select the week starting
4. Click on Download & Close to download the template.
5. Ensure that the downloaded Excel template can be opened in Excel:

   

   Note: Changing the column headings will prevent the template from being imported. Please do not edit these cells. Additionally, adding extra columns to this worksheet can prevent the import from working. Please be careful when pasting data from other worksheets onto this worksheet.

6. Add or update the time sheet entries.

   Note: Updating entries which have "Chase" under the SRC column will be ignored during importing.

7. Save the Import template in a location easily accessable.
8. Upload the Import template as per instructions: How to Upload Data from Excel Import Templates.

Tip

Timesheet Import records can be setup for staff that regularly work on the same clients.
The week date can be changed to import this template to a new week.