WorkSheet CSV Import
Objectives
Overview
The WorkSheet CSV Import provides an Excel spreadsheet for basic Crew/Worker Time Entry. This spreadsheet can be exported as a CSV file and then imported into FieldTime. The import utility will create the required worksheets. It will create the detail for the time entry and piece counts for each worker based on the WorkSheet Type.
Spreadsheet Format and Sections
The spreadsheet is formatted into 3 main sections:
Section 1 - Company and Work Date
Section 1 is the Crew WorkSheet Header. This contains the Company Name , Work Date and the spreadsheet header columns . Required fields for this section are Work Date .
Section 2 - Crew Data
Section 2 is the 1st Crew header. This contains the Crew Name , Crew Code and Hours Offered . Required fields for this section are Crew Code .
Section 3 - Employee Data
Section 3 contains the Worker Number , Last Name , First Name , Piece Count , Piece Rate , Hours , Hourly Rate , Location and WorkSheet Type . Required fields for this section are Worker Number , Hours , Hourly Rate and WorkSheet Type .
Last Name and First Name are for information purposes only. The program does not validate these fields.
Worker # is verified that the worker exists before the data is uploaded.
Piece Count and Piece Rate data should only be provided when the WorkSheet Type requires these. The utility will validate this prior to upload.
WorkSheet Type is a required value. The value can be left blank in the spreadsheet but the Default WorkSheet Type value must be populated in the FieldTime Controls page. If the value is left blank on the spreadsheet, the utility will use the default value.
Sections 2 and 3 can be copied and pasted below the previous Crew to add additional Crews for this day.
Note: The import utility relies on the format and positions of the information provided in the spreadsheet. Making any adjustments to this spreadsheet may result in errors during import.
Blank rows can be added between Crews or Workers without issue.
A worksheet is defined as unique based on the Company , Crew , Work Date , Piece Rate , Hourly Rate , Location , Hours Offered and WorkSheet Type . The import utility creates and updates worksheets based on this criteria. If the utility finds an existing WorkSheet with matching criteria then it will update that worksheet with ONLY new worker data. For example: If worksheet 1 has 2 workers " A " and " B " on it within FieldTime and we upload data that matches worksheet 1 , but our upload data contains workers " A ", " B " and " C ", only worker " C " will be uploaded. This was coded to avoid overwriting data and to avoid duplicate uploads.
How to Use the WorkSheet CSV Import Application
1. The WorkSheet CSV Import application provides the needed spreadsheet via the Spreadsheet Download icon . Click this icon to download the spreadsheet used by this import utility.
2. Once your data has been entered into the downloaded spreadsheet, Save the spreadsheet AS a Comma Delimited Value (.CSV) file.
3. Click the Choose File button and select the .csv file saved previously and then click Open .
4. Click Upload to begin the import process.
The import utility will begin by first validating all the entered data row by row. The utility will accumulate all encountered errors within the spreadsheet and write each error into an output window within the webpage. This will allow you to make all the needed corrections all at once. This also helps to avoid uploading bad data. If all data is correct and imported successfully, you will see a green message reading "WorkSheets were imported successfully".
Article ID: 40
Created On: Mar 5, 2015 at 11:45 AM
Last Updated On: Apr 3, 2015 at 3:35 PM
Online URL: http://kb.landmagic.com/article.php?id=40