Upload Timekeepers for one Office and one Client
You can upload existing Timekeepers for one Office and one Client by following these steps.
You can save time by creating an Excel .csv file using the provided sample file. Consider using the Export all Timekeepers feature to assist with creating the file.
The following image displays a sample Excel .csv file that uploads 3 existing timekeepers:
- Click on "Timekeepers" in the top menu bar, select "Upload timekeepers" and select the radio button beside the option "New Timekeeper submission & Overwrite existing profiles".
- To upload a file, click Choose File and select the appropriate file.
- Specify the Office you want to assign to these timekeepers by selecting the appropriate checkbox from the list of Offices and Clients. Timekeepers can be assigned to one Office from this screen (or multiple Offices). Select the appropriate clients from the Clients list and Click the "Next" button. (Note: If you are uploading client-specific timekeeper profiles make sure to populate the clientCode column in the sample .csv file.)
- The file is checked for errors and duplicates and a preview screen opens. (Note: If you see a "Data Access Failure" message after you click Next, a timekeeper has been assigned multiple times to a client, instead of once. Review your file to look for this scenario.)
- Review the preview screen. Use the Status column to review the validity of each entry. (Note: If you receive an error stating that the timekeeper upload file does not comply to the Collaborati Timekeeper upload format specification, check the timekeeper file for format issues and upload again.)
- After verifying the information, Click the "Submit" button to assign the Timekeeper(s).