Data import fields and formats
Activity
These imports allow you to create new activities and assign them to users, update details and assignment of existing activities, or delete existing activities.
|
Field name |
Example |
Notes |
|---|---|---|
|
Name |
Sales training |
*Required |
|
Code |
HRT |
|
|
Description |
Monthly training session for Sales staff |
|
|
Enabled |
True |
True or False are valid |
|
Users |
Jane.doe|jack.doe|joe.doe |
Login names of all existing Replicon users to assign this activity to Use a pipe symbol (|) to separate names |
Client
These imports allow you to create new clients, update details of existing clients, or delete existing clients.
|
Field name |
Example |
Notes |
|---|---|---|
|
Name |
Western Brothers |
*Required Character limit: 255 |
|
Code |
WB |
*Required only if code is set as the unique client identifier |
|
Description |
Western Brothers client, our first client |
|
|
Client Manager |
jane.existingcm |
Login name of a Replicon user with client manager permissions |
|
Client Contact |
Jim Western |
|
|
Client Email |
Character limit: 255 |
|
|
Fax |
555-555-5555 |
|
|
Phone |
555-555-5555 |
|
|
Status |
Enabled |
True or False are valid |
|
Website |
www.westernbrothers.com |
|
|
Client Street |
123 Big Street |
|
|
Client City |
New York |
|
|
Client State/Province |
NY |
|
|
Client Country |
USA |
|
|
Client Zip/Postal code |
13243 |
|
|
Billing Street |
123 Big Street |
|
|
Billing City |
New York |
|
|
Billing State/Province |
NY |
|
|
Billing Country |
USA |
|
|
Billing Zip/Postal code |
13243 |
|
|
Billing Email |
Character limit: 255 |
|
|
Billing Fax |
555-555-5555 |
|
|
Billing Phone |
555-555-5555 |
|
|
Billing Website |
www.westernbrothers.com |
|
|
Billing Rates |
Project Rate|User Rate|Consultant|Developer|Project Manager |
The names of one or more rates that exist in Replicon If importing multiple rates, use the pipe symbol (|) to separate the names If you update rates, the new rates will completely overwrite any existing rates set for the client |
|
Expense Codes |
Car Rental|Airfare|Meals|Hotel |
Use the pipe symbol (|) to separate the expense code names Each expense code must already be set up in Replicon |
|
Tax Profile |
California |
The tax profile must already be set up in Replicon |
Group
These imports allow you to create new groups, update settings for existing groups, or delete existing groups. A separate import is available for each type of group you have enabled in your system (location, cost center, etc).
|
Field name |
Example |
Notes |
|---|---|---|
|
Name |
North America|Canada|Ontario|Toronto |
*Required Use the pipe symbol (|) to separate group levels Parent groups must already exist in Replicon, but you can create each level of a group hierarchy in one import, using separate rows for each level |
|
Code |
TO |
|
|
Description |
City of Toronto |
|
|
Enabled |
True |
True or False are valid |
Holiday
These imports allow you to add or delete holidays from an existing holiday calendar.
|
Field name |
Example |
Notes |
|---|---|---|
|
Holiday Name |
New Year's Day |
*Required |
|
Holiday Date |
26/01/2020 |
*Required Date formatted to match the one selected from the Date Field |
|
Holiday Calendar Name |
United States |
*Required Must match the name of a holiday calendar that already exists in Replicon |
|
Holiday Duration |
Specific Hours |
*Required for Add operation only Full Day, Half Day, Specific number of hours, and Full Day with no Holiday Time are valid |
|
Hours |
4:30 |
*Required, but only if Specific number of hours is set for Holiday Duration Must use hr:min format, if not a full hour |
|
Automatically add Bookings |
True |
True or False are valid |
|
When adding to existing timesheet |
Reopen if Submitted |
Reopen if Submitted, Reopen if Approved, and Do Not Add if Approved are valid |
Project
These imports allow you to create new projects, update details of existing projects, or delete existing projects.
|
Field name |
Example |
Notes |
|---|---|---|
|
Name |
Landmark renovation |
*Required Character limit: 255 |
|
Code |
P-22 |
*Required only if code is set as the unique project identifier Character limit: 50 |
|
Start Date |
26/01/2020 |
Date formatted to match the one selected from the Date Field |
|
End Date |
24/02/2020 |
Date formatted to match the one selected from the Date Field |
|
Description |
Landmark interior renovation – design and construction |
|
|
Clients |
Advantage Technologies|Big Game Inc|Joan Arc Inc |
Names of one or more clients that exist in Replicon If importing multiple clients, use the pipe symbol (|) to separate the client names Enter clients on separate lines if you’re assigning a Client Billing Allocation Percentage |
|
Client Billing Allocation Method |
User’s Choice |
*Required if creating a multi-client project User's Choice or Allocated Between are valid
|
|
Client Billing Allocation Percentage |
70 |
*Required if creating an Allocated Between project Specify the percentage to allocate to the client given in that row; don't include a % symbol |
|
Program |
Renovations |
Must match a program name that already exists in Replicon |
|
Project Manager |
jane.existingprojectmanager |
Login name of a Replicon user with project manager permissions |
|
Project Leader Approval Required |
False |
True or False are valid |
|
Cost Type |
Capex |
Capex or Opex are valid |
|
Allow Time Entry |
True |
True or False are valid |
|
Billing Rate Time Period |
Hourly |
Hourly, Daily, or Monthly Fixed are valid |
|
Billing Rates |
Project Rate|Consultant|Architect |
The names of one or more rates that exist in Replicon If importing multiple rates, use the pipe symbol (|) to separate the names When updating rates, the new rates will completely overwrite any existing rates set for the client |
|
Billing Type |
Time and Material |
*Required for Create operation only Time and Material or Fixed Bid are valid |
|
Estimated Cost Amount |
40000 |
|
|
Estimated Cost Currency |
$ |
Currency symbol for the Estimated Cost Amount value |
|
Estimated Hours |
500 |
|
|
Fixed Bid Billing Amount |
50000 |
|
|
Fixed Bid Billing Currency |
£ |
Currency symbol for the Fixed Bid Billing Amount value |
|
Fixed Bid Billing Frequency |
Daily |
Hourly, Daily, or Monthly Fixed are valid |
|
Invoice Currency |
¥ |
Currency symbol for the amounts on the invoice |
|
Time & Expense Entry |
Billable |
Billable, Billable & Non-Billable, and Non-Billable are valid |
|
Status |
In Progress |
Tentative, In Progress, Completed, Deferred, Cancelled, and Archived are valid
|
Project Assignment
These imports allow you to assign users, departments, groups, or placeholders to existing projects, or to remove assignments.
|
Field name |
Example |
Notes |
|---|---|---|
|
Project Name |
Mobile App Development |
*Required Must match name of project that already exists in Replicon |
|
User |
<All> |
*Required if assigning individual users <All> or a list of Replicon login names for users with project user permission If assigning multiple users, use a pipe symbol (|) to separate names |
|
Department |
Company|Implementation |
*Required if assigning departments Use the pipe symbol (|) to separate each level of the department name hierarchy |
|
Location |
Europe|Germany|Frankfurt |
*Required if assigning groups You can assign any type of group that exists in your system, not just Location groups – use the group type name as the field name Use the pipe symbol (|) to separate each level of the name hierarchy |
|
Placeholder |
CRM Architects |
*Required if assigning placeholders Must match the name of a project role that already exists in Replicon |
|
Placeholder Index |
5 |
Number of placeholders needed Only applies if assigning placeholders; never required |
Skills
These imports allow you to create new skills, update settings for existing skills, or delete existing skills.
|
Field name |
Example |
Notes |
|---|---|---|
|
Skill Name |
Python |
*Required |
|
Skill Category |
Coding |
*Required for Add and Update operation only The category doesn't not need to exist in Replicon; you can create a new category |
|
Skill Description |
Resource can code in Python |
|
|
Enabled |
True |
True or False are valid |
Task
These imports allow you to create new tasks for existing projects, update details of existing tasks, or delete existing tasks.
|
Field name |
Example |
Notes |
|---|---|---|
|
Name |
Phase II |Stage I||Task 2 |
*Required Use the pipe symbol (|) to separate levels in the task name hierarchy Parent tasks must already exist in Replicon, but you can create each level of a hierarchy in one import Character limit: 255 |
|
Code |
T-34 |
Character limit: 50 |
|
Project |
Landmark renovation |
*Required Must match a project that already exists |
|
Start Date |
26/01/2020 |
Date formatted to match the one selected from the Date Field |
|
End Date |
24/02/2020 |
Date formatted to match the one selected from the Date Field |
|
Description |
Task 2 of Stage I |
|
|
Time And Expense Entry Type |
Billable |
*Required for Create operation only Billable, Billable & Non-Billable, and Non-Billable are valid |
|
Allow Time Entry |
True |
True or False are valid |
|
Estimated Hours |
40 |
|
|
Cost Type |
Opex |
Capex or Opex are valid |
|
Estimated Cost |
5000 |
|
|
Estimated Cost Currency |
$ |
Currency symbol for the Estimated Cost value |
|
Is Closed |
False |
True or False are valid |
Task Assignment
These imports allow you to assign users, departments, groups, or placeholders to existing tasks, or to remove assignments.
|
Field name |
Example |
Notes |
|---|---|---|
|
Task Name |
Phase II|Stage I|Task 2 |
*Required Use the pipe symbol (|) to separate levels in the task name hierarchy Must match the name of a task that already exists in Replicon |
|
Project |
Mobile App Development |
*Required Must match the name of a project that already exists in Replicon |
|
User |
<All> |
*Required if assigning individual users <All> or a list of Replicon login names for users with project user permission If assigning multiple users, use a pipe symbol (|) to separate names |
|
Assignment Start Date |
16/05/2021 |
*Required if assigning Assignment End Date Resource Task Allocation permission is required to import this field |
|
Assignment End Date |
23/07/2021 |
*Required if assigning Assignment Start Date Resource Task Allocation permission is required to import this field |
|
Department |
Company|Implementation |
*Required if assigning departments Use the pipe symbol (|) to separate each level of the department name hierarchy |
|
Location (or any other group enabled in your system) |
Europe|Germany|Frankfurt |
*Required if assigning groups Use the pipe symbol (|) to separate each level of the location name hierarchy |
|
Placeholder |
CRM Architects |
*Required if assigning placeholders Must match the name of a project role that already exists in Replicon Only needed if assigning placeholders |
|
Placeholder Index |
5 |
Number of placeholders needed Only applies if assigning placeholders; never required |
User Hourly Costs
These imports allow you to add and delete default hourly cost rates for existing users. Rates are associated with effective dates, so you can set up rates before they take effect.
| Field name | Example | Notes |
|---|---|---|
| User | admin |
*Required Login name of the existing Polaris user you want to assign a cost rate |
| Effective Date | 24/02/2023 |
Date when this rate takes effect for the user Leave blank if this is the initial rate Date must be formatted to match the one selected from the File date format field on the Data Import page |
| Hourly Cost | 50 | *Required |
| Hourly Cost Currency | $ |
*Required |
User
These imports allow you to create new users, update details of existing users, or delete existing users.
|
Field name |
Example |
Notes |
|---|---|---|
|
Login Name |
jill.doe |
*Required Character limit: 255 |
|
First Name |
Jill |
*Required for Create operation only Character limit: 50 |
|
Last Name |
Doe |
*Required for Create operation only Character limit: 50 |
|
Display Name |
Jill D. |
|
|
Start Date |
26/01/2020 |
Date formatted to match the one selected from the Date Field |
|
End Date |
24/02/2020 |
Date formatted to match the one selected from the Date Field |
|
Enabled |
True |
True or False are valid |
|
|
Character limit: 255 |
|
|
Employee Id |
1054 |
|
|
Department |
Company|Implementation |
Use the pipe symbol (|) to separate each level of the department name hierarchy |
|
Employee Type |
Contractor |
Must match the name of an employee type that already exists in Replicon |
|
Primary Role |
Architect |
Must match the name of a role that already exists in Replicon |
|
Secondary Role |
Developer |
Must match the name of a role that already exists in Replicon |
|
Supervisor |
jack.existingsupervisor |
Login name of a Replicon user with supervisor permissions The supervisor must already exist in Replicon If updating the supervisor, the new supervisor will not be given a new effective date, but will replace the current supervisor assignment |
|
Permissions |
System Administrator|Basic User |
Name of one or more permission sets that already exist in Replicon If assigning multiple sets, use a pipe symbol (|) to separate names |
|
Timesheet Template |
Standard Timesheet |
Must match the name of a timesheet template that already exists in Replicon |
|
Time Off Template |
Time Off |
Must match the name of a time off template that already exists in Replicon |
|
Expense Template |
Expenses |
Must match the name of an expense template that already exists in Replicon |
|
Punch Entry Policy |
Cloud Clock Access |
Must match the name of a punch entry policy that already exists in Replicon |
|
Authentication Type |
Replicon |
Replicon or SSO are valid |
|
Password |
Createacomplexpassword |
Must meet minimum password requirement of Good rating, and any other password requirements you’ve configured Character limit: 255 |
|
Licenses |
Professional Services Automation|Expense Plus |
Must match the name of a license available in Replicon If assigning multiple licenses, use a pipe symbol (|) to separate names |
|
Holiday Calendar |
United States |
Must match the name of a holiday calendar that already exists in Replicon |
|
Location |
Europe|Germany|Frankfurt |
You can assign any type of group that exists in your system, not just Location groups – use the group type name as the field name Use the pipe symbol (|) to separate each level of the group name hierarchy If updating a group, the new group will not be given a new effective date, but will replace any existing group assignments, becoming the new initial group assignment |
|
Time Off Types |
Vacation|Sick|Personal Leave |
Name of one or more time off types that already exist in Replicon If assigning multiple types, use a pipe symbol (|) to separate names |
|
Timesheet Approval Path |
Supervisor |
Must match the name of a timesheet approval path that already exists in Replicon |
|
TimeOff Approval Path |
Supervisor |
Must match the name of a time off approval path that already exists in Replicon |
|
Expense Approval Path |
Project Manager |
Must match the name of an expense approval path that already exists in Replicon |
Related links
Using data import to mass add, update, and delete data
Integrating with Replicon
Understanding how third-party tools integrate with Replicon
Introduction to the Replicon API
Exporting time data using the Time Workbench
