Celayix applications contain many different forms of data which can be exported for the benefit of the user. Most predominantly, information is exported from the eTime Xpress app. However, Celayix are looking to make this possible from Schedule Xpress too.
Starting the Process
To begin with, we have labelled three W's of data:
Who is working
Where are they working
What are they doing
These represent employees, sites and services (note, these may have alternate names in your database, but the idea is the same).
There are other types of data such as qualifications, pay rates and bill rates that can be imported, too.
Below, we use employees as an example. All other tables operate similarly.
Firstly, log in to your eTime Xpress database. (See here if you don't know how to access the Citrix portal)
Go to the Employees area of eTime. Double-click the big button.
Go to File > Import
In area A above, enter the name of the CSV-format file that has the data (see here to learn how to do this). If you are including Employee ID numbers then check the Enable Update option.
Using the Add button in the middle of the page, highlight items in area B and move them to area C. The goal is for area C to match up the columns of data that are in the file in the correct sequence.
Note: If you are including Employee ID, then if an employee with that ID is not already in the database, the employee will be added. On the other hand if an employee with the matching ID is already in the database, then the import will update the employee with the new information in the file.
You cannot delete employees using the import, but you can change their status to 'Archived'.
If your input file has a header line, that header line will not be imported.
Note: The last column of your file must always have something in it. Therefore you would not put something like email address or phone number as the last column, because for some employees that will be blank. It's best to put one of the mandatory fields as the last column in the file. E.g. employee ID.
Before importing 100 employees, only to discover that the columns did not align properly, just import 3 or 4 and verify the result before importing the rest.