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How do I upload or import timesheets via CSV?

Author @Microkeeper
Category Timesheet
Last Modified 20/08/2017

Timesheet data can be uploaded via CSV through the "Import CSV" button on the Timesheets vs Roster page.

Prepare your CSV file formatted with columns in the exact order mentioned (for any optional fields, leave as blank): 

  1. Employee (Required): This field can be populated using the employee's Username, Payroll ID, Employee ID, or Employee Name. Microkeeper will attempt to match the record using any of these identifiers
  2. Date (Required): The date for the timesheet entry
  3. Start Time (Required): The beginning time of the work period
  4. End Time (Required): The concluding time of the work period
  5. Location (Optional): The workplace location
  6. Role (Optional): The specific role of the employee for that timesheet entry
  7. Job (Optional): This can be identified by the JobID, Third Party ID, or Job Title. Microkeeper will attempt to match the record using any of these identifiers
  8. Break (Optional): This field requires the break duration in minutes. Microkeeper will search for a selectable break rule with the same duration and apply it
  9. Note (Optional): Any additional information or context you want to provide for that particular timesheet entry


Employee IdentifierDateClock On (24 hour)Clock Off (24 Hour)Location IDRole IDJobBreak (Minutes)Note
john_smith01/01/202409:0017:0022335566Melbourne Restaurant30Started Late
jane_doe06/01/202411:0019:00

45650


Uploading the Timesheet Data File

Navigate to Menu > Rosters > Timesheets > click Import CSV and select your csv file.

You are looking for a confirmation message towards the bottom of the page that should say there was a number of CSV Imported like below:

The image shows a notification message with a checkmark indicating a successful CSV import, the number of records added and skipped

If you get an error message in the yellow box that states a name cannot be matched, it means that the name inside the CSV file did not match the names in Microkeeper. The CSV file should be updated to match the name in Microkeeper.

an image of a warning message of a user not being able to be matched to the employees in the system