What are the Key field’s needed while creating a CSV import file for Expense?
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Starting with Web TimeSheet 8.25.5 it is possible to import Expenses through CSV imports available in the integration section. Using this feature we can import large amount of data into WTS using a CSV file. However, while creating the CSV file make sure there is a key field. These key field's are the required fields, since that is the field Web TimeSheet uses to match new and existing data. Other fields in the CSV file are optional. The required (key) fields are
– Login Name OR User Name (First Last) OR User Name (Last First)
– Entry Date
– Entry Amount
Expense Sheet Description and Expense Sheet Date are required fields on the expense sheet, but, these will be automatically populated even if they are not included in the CSV file. Moreover, Entry Date in CSV maps to Date Incurred on the expense sheet and Entry Amount in CSV maps to Amount on the expense sheet.