PS Tools 5.5 User Import File Format


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# Header Description Req. Size Notes
1 Name LoginID of your user(s) Y 28 Is case sensitive. Space is a valid character. This is the primary field for user import, and it must be in all new user imports and user modification imports.
2 Authorization Role/Authority within Timesheet Y n/a Values must match exactly the name of the Role/Authority within Timesheet that you want to assign. You can assign multiple values for a single user (row) by merely separating with commas, and then surround the field with double-quotes, like this: "User, Reporter" .
3 Number of Input Records Number of blank rows on a time entry screen Y 2 Numeric. Must be a number between 1 and 20 inclusive. 3 or 5 are most common choices.
4 Full Name Normal name of the user Y 60 Timesheet is expecting you to put the name in "Last, First" format. If there are double-quotes around the name they will be stripped off in the import.
5 Default Comment Comment to appear by default on the time record for this user N 28 If field is not included, or some users' fields are left blank, the Global Default value will be applied. The Global Default value for this field is set in Admin>>Global Preferences>>General Options.
6 Time Entry GUI in Use Name of time entry screen for the user Y 60 Value in this field must exactly match the name of a Time Entry Screen that is in existence in the application. If the “Time Entry GUI in Use” does not exist, the user will be assigned the default screen. Blank or invalid values in this field will often result in an error message and the user's record not being imported.
7 Expense Entry GUI in Use Name of expense entry screen for the user Y 60 Value in this field must exactly match the name of a Expense Entry Screen that is in existence in the application. If the “Expense Entry GUI in Use” does not exist, the user will be assigned the default screen. Blank or invalid values in this field will often result in an error message and the user's record not being imported.
8 Mileage Entry GUI in Use Name of mileage entry screen for the user Y 60 Value in this field must exactly match the name of a Mileage Entry Screen that is in existence in the application. If the “Mileage Entry GUI in Use” does not exist, the user will be assigned the default screen. Blank or invalid values in this field will often result in an error message and the user's record not being imported.
9 Phone Number Phone number for user N 28
10 Employee Type Type of employee N 28 Field is optional. Employee Type is an Extra User Field that is a drop-down menu. The value specified for each user must match the value of one of the choices in the drop-down menu exactly . You can modify that list of choices by logging in to your installation of Timesheet as an Administrator and going to Admin>> Application Settings>> Extra Fields Administration. If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
11 Email Address Email address for user N 28 Field is required for any person who should receive email notifications. If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
12 User Bill Rate Base billable rate for a user N 28 Numeric without a character to indicate currency (like a $ or £).  Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal.  If you are using the Rate Manager Module then this field must be populated.
13 User Bill Rate Type Bill rate type for user from drop-down select list in Timesheet N 28 User Bill Rate Type is an Extra User Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . If you are using the Rate Manager Module then this field must be "Hourly".
14 User Pay Rate Base pay rate for the user N 28 Numeric without a character to indicate currency (like a $ or £).  Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal.  If you are using the Rate Manager Module then this field must be populated.
15 User Pay Rate Type Pay rate type from drop-down select list in Timesheet N 28 User Pay Rate Type is an Extra User Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . If you are using the Rate Manager Module then this field must be "Hourly".
16 Employee Number Employee ID or unique number for user N 28 If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
17 Title Title or job description for user N 28 If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
18 Department Department to which the user belongs N 28 If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
19 Manager Name Manager for the user N 28 If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null).
20 Groups What s should the use be added to? N none Name of each that the user should be added to.  Comma-delimit multiple names in the field, and then surround the field with double-quotes, like this "G1, G2, G3".
Any Extra Fields that you add to your users can be imported in this file.  Just add a column for each field that you want to import.  The Header must exactly match the name you gave the field.  The field size was determined when you created the field.  You can create new fields by going to Admin>> Application Settings>> Extra Fields Administration>> Extra User Fields.  You should add those columns right here in the sequence, between Groups and TimeApprovalName.  If you are not including either of those two fields, then just keep the custom fields in between whatever your last column is before Groups and whatever your first column is after TimeApprovalName.  If you have no columns after these, then the custom fields will be the last (right-hand-most) columns in your import file.
If the approval process (template) is already defined in Timesheet, then you can assign it to the user by name.
21 TimeApprovalName Name of the Time Approval Template to assign to the user N 28 Must match exactly the name of an approval template. Blank values make no assignment.
22 ExpenseApprovalName Name of the Time Approval Template to assign to the user N 28 Must match exactly the name of an approval template. Blank values make no assignment.
23 MileageApprovalName Name of the Time Approval Template to assign to the user N 28 Must match exactly the name of an approval template. Blank values make no assignment.
If you do not assign the approval process by name, you can set up each approval process for each individual user. For any user do not assign a process by name and then by definition also, you must choose one method or the other. However, in a single file you can assign some users by name and other users by defining their entire process.
24 TimeApproverL1 Level 1 primary approver for time N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
25 TimeApproverL1Backup Level 1 backup approver for time N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
26 TimeApproverL2 Level 2 primary approver for time N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
27 TimeApproverL2Backup Level 2 backup approver for time N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
You can assign up to 5 approval levels. Just insert those rows and name them L3, L4, and L5. If you have a primary approver on any level then you must also have a backup on that level.
28Timecurrentlyactive(Time) Currently Active?N3"Yes" or "No" are the only valid choices.  Blank equals "No".
29TimeNotifyUserRejected (Time) Enable user notification of rejection? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
30Timeuserrejectedsubject (Time) Subject line for user rejection notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
31Timeuserrejectedbody (Time) Message to be sent to the user if this sheet is rejected N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
32TimeNotifyUserApproved (Time) Enable user notification of approval? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
33Timeuserapprovedsubject (Time) Subject line for user approval notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
34Timeuserapprovedbody (Time) Message to be sent to the user when a sheet is approved N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
35TimeNotifyApproverSubmitted (Time) Enable approver notification of submit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
36Timeapproversubmittedsubject (Time) Subject line for approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
37Timeapproversubmittedbody (Time) Message to be sent to the approver when queued for approval N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
38Timeapproverresubmitted (Time) Enable approver notification of resubmit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
39Timeapproverresubmittedsubject (Time) Subject line for approver notification of resubmit N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
40Timeapproverresubmittedbody (Time) Message to be sent to the approver when queued for approval from resubmit N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
41TimeNotifyUserDaysBefore (Time) Enable notification of users before a sheet is due to be submitted? AND Number of days before end of period to send message N3"Yes" or "No" are the only valid choices.  Blank equals "No".
42Timeuserbeforesubject (Time) Subject line for user before notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
43Timeuserbeforebody (Time) Message to be sent to the user before a sheet is due to be submitted N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
44TimeNotifyUserDaysAfter (Time) Enable notification of users when a sheet is late being submitted? AND Number of days after end of period to send messageN1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
45Timeuseraftersubject (Time) Subject line for user late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
46Timeuserafterbody (Time) Message to be sent when a user is late submitting a sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
47TimeNotifyApproverDaysAfter (Time) Enable notification of approvers when a sheet is late being submitted? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
48Timeapproveraftersubject (Time) Subject line for approver late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
49Timeapproverafterbody (Time) Message to be sent to the approver if the user is late submitting sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
50TimeNotifyBackupApproverDaysAfter (Time) Enable backup approver notification? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
51Timebackupaftersubject (Time) Subject line for backup approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
52Timebackupafterbody (Time) Message to be sent backup approver N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
53Timebackupafterqueue (Time) Number of days after end of period add sheets to backup approver's queue N1Must be a number 1 to 7 inclusive or blank. Blank equals disabled. 1 to 7 equals the number of days after due date for sheet to appear in queue.
54Timeappendtoemaillog (Time) Write email log data to email.log everytime an email is sent? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
55Timeappendtosheetnotes (Time) Append email log data to sheet notes? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
Start expense approval process assignment...
56 ExpenseApproverL1 Level 1 primary approver for expense N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
57 ExpenseApproverL1Backup Level 1 backup approver for expense N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
58 ExpenseApproverL2 Level 2 primary approver for expense N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
59 ExpenseApproverL2Backup Level 2 backup approver for expense N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
You can assign up to 5 approval levels. Just insert those rows and name them L3, L4, and L5. If you have a primary approver on any level then you must also have a backup on that level.
60Expensecurrentlyactive(Expense) Currently Active?N3"Yes" or "No" are the only valid choices.  Blank equals "No".
61ExpenseNotifyUserRejected (Expense) Enable user notification of rejection? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
62Expenseuserrejectedsubject (Expense) Subject line for user rejection notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
63Expenseuserrejectedbody (Expense) Message to be sent to the user if this sheet is rejected N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
64ExpenseNotifyUserApproved (Expense) Enable user notification of approval? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
65Expenseuserapprovedsubject (Expense) Subject line for user approval notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
66Expenseuserapprovedbody (Expense) Message to be sent to the user when a sheet is approved N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
67ExpenseNotifyApproverSubmitted (Expense) Enable approver notification of submit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
68Expenseapproversubmittedsubject (Expense) Subject line for approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
69Expenseapproversubmittedbody (Expense) Message to be sent to the approver when queued for approval N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
70Expenseapproverresubmitted (Expense) Enable approver notification of resubmit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
71Expenseapproverresubmittedsubject (Expense) Subject line for approver notification of resubmit N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
72Expenseapproverresubmittedbody (Expense) Message to be sent to the approver when queued for approval from resubmit N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
73ExpenseNotifyUserDaysBefore (Expense) Enable notification of users before a sheet is due to be submitted? AND Number of days before end of period to send message N3"Yes" or "No" are the only valid choices.  Blank equals "No".
74Expenseuserbeforesubject (Expense) Subject line for user before notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
75Expenseuserbeforebody (Expense) Message to be sent to the user before a sheet is due to be submitted N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
76ExpenseNotifyUserDaysAfter (Expense) Enable notification of users when a sheet is late being submitted? AND Number of days after end of period to send messageN1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
77Expenseuseraftersubject (Expense) Subject line for user late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
78Expenseuserafterbody (Expense) Message to be sent when a user is late submitting a sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
79ExpenseNotifyApproverDaysAfter (Expense) Enable notification of approvers when a sheet is late being submitted? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
80Expenseapproveraftersubject (Expense) Subject line for approver late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
81Expenseapproverafterbody (Expense) Message to be sent to the approver if the user is late submitting sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
82ExpenseNotifyBackupApproverDaysAfter (Expense) Enable backup approver notification? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
83Expensebackupaftersubject (Expense) Subject line for backup approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
84Expensebackupafterbody (Expense) Message to be sent backup approver N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
85Expensebackupafterqueue (Expense) Number of days after end of period add sheets to backup approver's queue N1Must be a number 1 to 7 inclusive or blank. Blank equals disabled. 1 to 7 equals the number of days after due date for sheet to appear in queue.
86Expenseappendtoemaillog (Expense) Write email log data to email.log everytime an email is sent? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
87Expenseappendtosheetnotes (Expense) Append email log data to sheet notes? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
Start mileage approval process definition
88 MileageApproverL1 Level 1 primary approver for mileage N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
89 MileageApproverL1Backup Level 1 backup approver for mileage N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
90 MileageApproverL2 Level 2 primary approver for mileage N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
91 MileageApproverL2Backup Level 2 backup approver for mileage N 60 Must exactly match the Name/LoginID (field #1) or the Full Name (field #4) of a user in Timesheet who has Approval Authority. Account must already exist in Timesheet.
You can assign up to 5 approval levels. Just insert those rows and name them L3, L4, and L5. If you have a primary approver on any level then you must also have a backup on that level.
92Mileagecurrentlyactive(Mileage) Currently Active?N3"Yes" or "No" are the only valid choices.  Blank equals "No".
93MileageNotifyUserRejected (Mileage) Enable user notification of rejection? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
94Mileageuserrejectedsubject (Mileage) Subject line for user rejection notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
95Mileageuserrejectedbody (Mileage) Message to be sent to the user if this sheet is rejected N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
96MileageNotifyUserApproved (Mileage) Enable user notification of approval? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
97Mileageuserapprovedsubject (Mileage) Subject line for user approval notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
98Mileageuserapprovedbody (Mileage) Message to be sent to the user when a sheet is approved N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
99MileageNotifyApproverSubmitted (Mileage) Enable approver notification of submit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
100Mileageapproversubmittedsubject (Mileage) Subject line for approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
101Mileageapproversubmittedbody (Mileage) Message to be sent to the approver when queued for approval N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
102Mileageapproverresubmitted (Mileage) Enable approver notification of resubmit? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
103Mileageapproverresubmittedsubject (Mileage) Subject line for approver notification of resubmit N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
104Mileageapproverresubmittedbody (Mileage) Message to be sent to the approver when queued for approval from resubmit N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
105MileageNotifyUserDaysBefore (Mileage) Enable notification of users before a sheet is due to be submitted? AND Number of days before end of period to send message N3"Yes" or "No" are the only valid choices.  Blank equals "No".
106Mileageuserbeforesubject (Mileage) Subject line for user before notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
107Mileageuserbeforebody (Mileage) Message to be sent to the user before a sheet is due to be submitted N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
108MileageNotifyUserDaysAfter (Mileage) Enable notification of users when a sheet is late being submitted? AND Number of days after end of period to send messageN1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
109Mileageuseraftersubject (Mileage) Subject line for user late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
110Mileageuserafterbody (Mileage) Message to be sent when a user is late submitting a sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
111MileageNotifyApproverDaysAfter (Mileage) Enable notification of approvers when a sheet is late being submitted? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
112Mileageapproveraftersubject (Mileage) Subject line for approver late notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
113Mileageapproverafterbody (Mileage) Message to be sent to the approver if the user is late submitting sheet N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
114MileageNotifyBackupApproverDaysAfter (Mileage) Enable backup approver notification? AND Number of days after end of period to send message N1Must be a number 0 to 7 inclusive or blank. Zero and blank equal notification is disabled. 1 to 7 equals the number of days after due date for notification to be sent.
115Mileagebackupaftersubject (Mileage) Subject line for backup approver notification N55You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
116Mileagebackupafterbody (Mileage) Message to be sent backup approver N252You can use tags.  Check the User Approval Email Settings page within the Timesheet application for an explanation of the tags.
117Mileagebackupafterqueue (Mileage) Number of days after end of period add sheets to backup approver's queue N1Must be a number 1 to 7 inclusive or blank. Blank equals disabled. 1 to 7 equals the number of days after due date for sheet to appear in queue.
118Mileageappendtoemaillog (Mileage) Write email log data to email.log everytime an email is sent? N3"Yes" or "No" are the only valid choices.  Blank equals "No".
119Mileageappendtosheetnotes (Mileage) Append email log data to sheet notes? N3"Yes" or "No" are the only valid choices.  Blank equals "No".