Import time and expense slips

Understand import file requirements

The import file is user-specific and varies by business need.
Each record must appear on its own row.

Format each entry as plain text or a valid date format.

Required fields for slip imports

Include the following fields to import slips.

Required fields for all slips:

• Timekeeper Nickname 1
• Client Nickname 1
• Activity Nickname 1

Common fields for time slip import:

• Description
• Transaction Date
• Time Spent

Common fields for expense slip import:

• Description
• Transaction Date
• Quantity
• Price

Start the import process

1. Select File, Import.
2. Select File, New.
3. Choose the file type to import.
   • Tab Delimited
   • Comma Delimited, recommended
   • Custom Delimited
   • Single Field
   • Fixed Length
   • From DLL
4. Click Next.
5. Select Time and Expense Slips.
6. Click Finish.

Select the source file

1. On Get data from, click the ellipses (…).
2. Browse to the import file.
3. Click Open.

Map fields and complete the import

1. Match each source column to a Timeslips field.
2. Select Unknown for columns you don’t want to import.
3. Click Import.

When prompted to create a backup:

1. Click Yes.
2. Name the backup file, then click OK.
3. Click OK when the backup confirmation appears.

When the import completes, click OK.

After completion, review imported slips for accuracy.