Purpose
The purpose of this quick reference guide is to step through the process of populating CSV Templates for Enhanced Timesheet Allowances with the necessary information to enable data to be imported using the Integrated Import Tool. The intended audience for this document is System Administrators / Standard Users.Steps
Populate CSV Templates The CSV Templates provided for the Integrated Import Tool detail the fields and formatting to be used when preparing external data for import into 2cloudnine Payroll to ensure successful validation and processing. The Enhanced CSV Template for Allowance Timesheet Entries has been customised to exclude the ability to reference existing 2cloudnine Timesheet records associated with the Allowance data. A sample of the formatting used for this Template can be viewed below (see Figure 1):
- Identify each 2cloudnine record to be related with Allowance Timesheet Items by using the value found in the External Id (it) field (Figure 2) to populate the cells displayed on the following page (Figure 3):
- Populate Column A with the External Id (it) of the related Employee Contact.
- Populate Column B with the External Id (it) of the related Payee.
- Populate Column C with the External Id (it) of the related Assignment.
- Populate Column D with the External Id (it) of the related Payee Allowance.
Important Notes
(Data Formats and leading zeros)Allowance Timesheet Items MUST be imported before the related Timesheet Entry data has been created or imported. If this does not occur, Allowance Timesheet Items will not be interpreted.The External ID field used by the Integrated Import Tool must not be confused with other External Id fields. The correct External ID field can be identified by its API name: External_Id_it__c External ID (it).If this field is not displayed on the Page Layout by default, please contact your Salesforce Administrator for assistance.Please be aware of any auto-formatting that removes leading zeros from entered data, as the import will fail if the data entered does not exactly match the data as it exists in 2cloudnine Payroll.
(Data Formats and leading zeros)Allowance Timesheet Items MUST be imported before the related Timesheet Entry data has been created or imported. If this does not occur, Allowance Timesheet Items will not be interpreted.The External ID field used by the Integrated Import Tool must not be confused with other External Id fields. The correct External ID field can be identified by its API name: External_Id_it__c External ID (it).If this field is not displayed on the Page Layout by default, please contact your Salesforce Administrator for assistance.Please be aware of any auto-formatting that removes leading zeros from entered data, as the import will fail if the data entered does not exactly match the data as it exists in 2cloudnine Payroll.
- Populate the remaining required data (see Figure 4):
- To record the date of each Allowance Timesheet Item, populate the Date Incurred field in Column E.
- To record the amount of the Allowance Timesheet Items to be processed, populate the Quantity field in column F with an amount (up to six decimal places).
Important Notes
(Date Format)When entering Dates, the format dd/mm/yyyy must be used.
(Date Format)When entering Dates, the format dd/mm/yyyy must be used.