Some organizations have had timesheets for years and, when they implement TimeControl, they ask if they can import legacy timesheet data from their older systems into their new timesheet software.
The answer is yes. TimeControl is designed with an Import Timesheet feature that is described in the Reference guide. Unlike the imports for all the TimeControl tables, the Import Timesheet function is a fixed format of import. Several fields are required in a particular order. The TimeControl Import Timesheet function takes a Comma Separated Values (CSV) file which can be created in Excel to bring in the data.
The fields required are:
Field as described in the import tool
Database Field name
|Week Ending Date|
|Timesheet Header Type|
|Timesheet Header Employee|
|Timesheet Header Owner|
There are a few constraints to be aware of:
- First of all each of the values that are being used to create new Timesheet Headers and Timesheet Details must already exist in the system. So if you are creating a timesheet for Employee code GJ018 then that employee code must already be in the Employee table. Same goes for the User, the Rate code, the Project name and the Charge code.
- “NORM” is a normal timesheet. That’s distinct from a DBCR (Debit/Credit) entry that TimeControl might store internally.
- The ANSI date type is year/month/day in the format 20080321 which is March 21, 2008.
- Once the import is complete, you’ll need to check the log to make sure everything you were trying to import arrived.
- The timesheets, once created, will be in draft status and owned by the “Timesheet Header Owner” listed in the import record. In the example above that’s user “ADMIN”.
For those who are keen to get started, the HMS Technical Support department (Thanks James!) has made a spreadsheet available as a template. To use the spreadsheet, first download the Excel file called tcimporttimesheets.xls from the TimeControl website. You’ll find the same data as is displayed in the table above. Enter your data into the appropriate columns then delete the first column and the first three rows which include descriptive header data and the one example record that is listed above.