Importing Staff Time without Clients Log Transactions

Context:  

You can import Staff Time withour Clients Log transactions into Time Tracking instead of manually keying them in.

The columns in the spreadsheet should be as follows:

• Column A: Data Collection Type Description
• Column B: Staff Code
• Column C: Hours Type (B (Begin/End Date/Time) or H (Date/Hours))
• Column D: If Hours Type is H, the Date of the log entry
• Column E: If Hours Type is H, the number of hours for the log entry
• Column F: If Hours Type is B, the Begin Date Time
• Column G: If Hours Type is B, the End Date Time
• Column H: Cost Center Code
• Column I: Task Description
• Column J: Notes

Here is an example file:

To import time without client transactions:

Task:

1. Step Results: The Import Staff Log Transactions pop-up opens.
   

2. Drag the Microsoft Excel file(s) you want to import or select Choose Files (to browse for the file) and click Upload.

   Step Results: When the file has been processed Done will appear beneath it if the import was successful.
   

   Otherwise, Errors will appear beneath it. If you click on Errors you can see what caused the import to fail (such as a Staff or Time Off Reason that doesn't exist or is inactive).

   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB