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Import is available in the Tools tab.

The software supports the import of information from an Excel file (xls – Excel 97-2003 format and xlsx Excel 2007-2010 format) or from a comma separated values file (csv). The extension on the filename must be csv if using a comma separated values file. Otherwise, the import will open the file as an Excel file.

The import will read data from multiple sheets within one Excel file. The filename takes precedence over the sheetname in identifying the import type. Each import has a different behavior regarding the adding, replacing or updating of data. An import may only add data to the software, update existing data, remove existing data and replace it, or both add and update data.

The information provided in the import file identifies the data. The file name, sheet names (Excel only) and column headers (the first row) identify the information. There is not a fixed column format. Specifically:

  • Spaces and case are ignored so "Pay Rule" and "pay rule" identify the same data.
  • The name of the file can identify the import type for all sheets in the file, e.g. if the name of the file contains "employee," then all information in the file will be assumed to be employee information.
  • The sheet names can identify the import type. This allows one Excel file to contain different types of information, e.g. both employee and planned absence information.

Upon identifying the import type, the next step is identifying the data contained in each column. The column headers used in the first row of each sheet identify the specific data within that column. For example, when importing budgets, the column header of "Shift" identifies the shift information. Therefore, in this example, the information provided in each row for this column must match to one of the existing shift IDs, shift descriptions, or scheduler IDs.

Every row imports if the correct row data is provided in each column. Each import type has required columns that must be provided.

The following import types are available:

Import Type Filename / sheet name Identifier
Accrual Adjustment Accrual Adjustment
Accrual Balances Accrual Balances
Accrual Date Entitlements Accrual Date
Accrual Year End Adjustments Accrual Year End
Base Schedules Base Schedules
Budget Budget
Casamba Punch Casamba
Employee Employee
Hours Hours
In Service In Service
Labor Levels Labor Level name, e.g. Department
Schedule Pattern Schedule Pattern
Planned Absence Planned Absence
Pay Rates Pay Rates
Pay Rate Lookup Pay Rate Lookup
Raw Punch Raw Punch
Punch Punch
Schedule Schedule
Slotting Slotting
Time Clock Assignment Time Clock Assignment

See also