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Mitratech Success Center

How do I upload rate requests?

If you have multiple rate requests to enter into Collaborati, you can enter them into a .csv file to upload rates from the file.

To upload timekeeper rates from a .csv file

  1. From the Rate Requests page, click the Upload Timekeeper Rate Request link.
  2. Click the Download Sample Timekeeper rate file link.
  3. Open the Timekeeper Rate Proposal Sample.csv file you downloaded.
  4. Refer to the Timekeeper Rate Proposal Sample.csv Fields to enter the rate or rates you want to upload.
  5. Save the file.
  6. From the Client field on the Upload Rates Request page, select the client that will receive the rate request.
  7. From the File to Upload field, browse to the timekeeper rate file.
  8. (Optional) Place a check-mark in the Overwrite existing timekeeper profiles to update existing rates.
  9. Click Next.
    If an error occurs when you upload a file, the error appears at the top of the page with the line number where the error appears.
  10. Review the uploaded timekeeper rates. Refer to the Status column to determine if you entered a field incorrectly.
  11. Click Done to save the request or Submit to save and submit the request

Timekeeper Rate Proposal Sample.csv Fields

Column Name

Description

*timekeeper displayCode

The Display Code for the timekeeper that you want to associate with the rate.

*category

The type of rate. Enter Timekeeper rate to specify a rate for the timekeeper or Invoice task rate to specify a rate for a specific fee.

taskCode

The code for the task you want to associate with the rate. This field is required if category is Invoice task rate, but the field should be empty if category is Timekeeper rate.

*currency

The name of the currency, which must be the same type of currency the client sets up. Enter the full Currency Name, as listed in the Acceptable Currencies table.

*rate(Hourly)

The number amount, based on the currency, that the timekeeper charges per hour. Enter the rate with a period for the decimal point. Collaborati does not accept a comma as the decimal point.

startDate

The start date for this rate in one of the following formats: M/D/YYYY, M/DD/YYYY, MM/DD/YYYY, MM/D/YYYY.

endDate

The end date for this rate in the same formats acceptable for startDate.

note

Notes about the rate.

Note: Column names with an asterisk are required.

For information about how to submit rate requests, see How do I submit rate requests?

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