Timesheet Portal allows you to upload your own data CSV files to the system. You can create a CSV file directly from Excel or any similar spreadsheet software (see guidance on doing this at the end of this article).
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To import a CSV file, go to System Management in the left-hand menu, then Import. From this page you can import information about eleven categories, namely:
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If you click on any of these categories, you will go to a page which gives you the options to Upload file or Download Import Template.
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Each of the templates is tailored to its category. Some contain relatively few fields, for example the Approvers template includes just Approver Code, First name, Last name, Email, Mobile number and Client code. Others - such as Tasks and Employees - contain over fifty fields.
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The upload process is in two stages. First, click Upload file and select the file you wish to upload. The previously empty page will now populate with all the fields in your file.
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Note the tickbox which appears at the top of the page - The first row of my data contains the column header titles and should not be imported. By default this box is ticked because the first row of most spreadsheets contains header titles.

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To complete the process, you must map the fields in the 1st row data column to your own file by selecting the appropriate category from each drop-down menu, so that we know which of your columns relate to what data is being imported. Once you've done this, click Start import.