You can import your list of clients into Timesheet Portal using your own data CSV files. You can create a CSV file directly from Excel or any similar spreadsheet software.
To import clients, go to System Management in the left-hand menu, then Import, then click on Clients. From this page you can upload your data or download a template CSV file.
Once your data is uploaded, you must map the Timesheet Portal fields to your own data file fields. The following fields can be uploaded by Timesheet Portal:
Field | Mandatory | Notes |
Client Name | Y | Name of the client |
Client Code | Y | Your unique code for this client. When importing, you must always specify a code so that if you import the same records again, the existing records will be updated, rather than duplicated. |
Address line 1 | N | Address fields only required if you plan to create client invoices |
Address line 2 | N | |
Address line 3 | N | |
Address post code | N | |
Client accounting code | N | This is a separate code you can use to reference the client when exporting to payroll software. This can be the same as the client code if you wish. |
Watch the below video for a tutorial on how to import Clients