Import Data (Time)
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After selecting the file in which to import the Time Entry data from, you will need to tell the system which fields the Source Fields match to as the DM (Destination) Fields.
Each file may show different source fields; however, the DM (Destination) Fields will always be the same. Highlight the Source Field that matches the DM Field and select the Link button. Do this for each Source Field that will link to a DM (Destination) Field. Once linked, the system will remember the matched source fields for your next import.
In the example below we have imported a csv file from a mobile app named "Hours Tracker". This app is not affiliated with Design Manager, but comes highly recommended. You can find this in your mobile device's app store.
Below we have added Time Entries into the Hours Tracker app and then used their Export function to email a csv file to ourselves. Using this file, we can import the time into Design Manager.
***Be sure to be careful that you type the same information into the app as is seen in Design Manager. This will help to link the proper information to the right project, employee, activity, etc.
For the Hours Tracker app, we suggest you use the following:
Job - This should either be the exact matching Project Code or Project Name as is entered into Design Manager.
Clocked In - This should be linked to the Start Date and Time of the DM Fields
Clocked Out - Link this to the End Date and Time of the DM Fields
Duration - Links to DM Field for Hours
Hourly Rate - DM Field link is the Rate per Hour
Comment - This field was used to enter in the Activity Code from Design Manager. You could, instead, use this as the Description field. Then you can add the activity code once the import has been brought into the Time Entry Import window.
Tags - We created a new tag inside the app for Employee and will use this tag as the Employee Code in Design Manager.
We will not use any of the other fields that the Hours Tracker app includes as they do not link to any fields in Design Manager.
Once you have linked your Source Field to the Proper DM (Destination) Field, you will then select OK.
The Design Manager Time Import Entry window will show the imported entries. Entries that are complete and ready to be recorded, will be marked as "Import". For entries that are missing information, they will be set as "Fix".
Highlight any entry and Edit the entry to make the necessary changes marked in Red.
Once all entries are ready for Import, select the Record to Projects button.
For more help on this window, please see Time Entry Import.