Timesheet CSV Format

Timesheet Fields

Timesheet data can be both exported and imported. The following fields are supported:

Note: When importing, the header field name must match the value below exactly in order to be recognized.

Note: When exporting, you can combine fields using custom export field expressions. See the Expression Fields topic for more information.

Field	Description	Format
Employee	Employee login name. This field or Employee.ID is required when importing.	Text
Employee.ID	Employee ID. This field or Employee is required when importing.	Text
Employee.Type	The type of employee, for example Non-exempt or Exempt.	Text
Start	Time entry start date and time. This field or Date is required. Note that if the record is for a punch-out you should specify the special character '*' (without the quotes). This will close any current punch-in (or do nothing if not punched in). A punch-out record will not update any other entry properites, such as Project, etc. - any values in the punch-out record will be ignored.	Date-Time
Date	Time entry start date. You would use this field instead of Start if you do not care about the time of day of the time entry. This field or Start is required.	Date
Finish	Time entry finish date and time. This field or Hours is required if adding a new time entry. Note that if the record is for a punch-in you should specify the special character '*' (without the quotes). This will close any previous punch-in, and start a new punch-in.	Date-Time
Hours	Time entry hours. This or Finish is required if adding a new time entry.	Number
Type	Time entry type, either Work or Leave.	Text
Work	Work hours.	Number
Leave	Leave hours.	Number
Pay Code	Pay code name or ID.	Text
Pay Code.ID	Pay code ID.	Text
Reporting Group	Reporting group name.	Text
Reporting Group.ID	Reporting group ID.	Text
Customer	Customer name.	Text
Customer.ID	Customer ID.	Text
Project Group	Project group name.	Text
Project Group.ID	Project group ID.	Text
Project	Project name.	Text
Project.ID	Project ID.	Text
Task Group	Task group name.	Text
Task Group.ID	Task group ID.	Text
Task	Task name.	Text
Task.ID	Task ID.	Text
Bill Rate	Bill rate for this time entry.	Number
Bill Amount	Bill amount for this time entry, which is Bill Rate x Hours.	Number
Pay Rate	Pay rate for this time entry.	Number
Pay Amount	Pay amount for this time entry, which is Pay Rate x Hours.	Number
Notes	Time entry notes.	Text (2000 chars max)
Regular Time	Regular time hours.	Number
Over Time	Over time hours.	Number
Double Time	Double time hours.	Number
Flex Time	Flex-time hours.	Number
Submitted	Indicates whether this time entry has been submitted (locked). Possible values are Yes or No.	Text
Submit Date	The date this time entry was submitted.	Date
Submitted By	Who submitted this time entry.	Text
Approved	Indicates whether this time entry has been approved. Possible values are Yes or No.	Text
Approval Date	The date this time entry was approved.	Date
Approved By	Who approved this time entry.	Approver
Rejected	Indicates whether this time entry has been rejected by an approver. Possible values are Yes or No.	Text
Reject Date	The date this time entry was rejected.	Date
Rejected By	Who rejected this time entry.	Text

Importing Timesheets

Importing timesheets is something we usually like to help customers with as it requires careful planning, including backing up the database beforehand so you can revert it if for some reason the data is wrong. Typically, to get started, you would export a representative set of timesheets and save it as a CSV file (from the Timesheets tab), then trim out the unneeded columns. This can then be used as a template. Here are some important things to know about the import data format:

1. You can use either the name of objects (e.g. the employee login name, the group name, etc.), or the ID of the object, e.g. the employee id or the group id.

2. At a minimum, you'll want the Employee (login name), Start and Hours columns. The Start field needs the time of day if there is more than one time entry for a single day. This is because the timesheet import will try to update an existing time entry, so if you have two records for the same employee with the same start, the second one will just update the first one. This avoids the danger of accidentally re-importing the same file twice and getting duplicate time entries.

3. The date, time and number formats are in the locale of the person doing the import. Also, the Start etc. fields are assumed to be in the time zone of the person doing the import. So if you are importing data for people in time zones scattered around the globe you might have to make some adjustments.

4. For time off or leave, you'll want to specify the appropriate pay code name or pay code ID.

5. To mark the timesheet as locked or submitted, add the Submitted field or column, and specify Yes for each timesheet entry.