Import Equipment Timecards From Microsoft Excel

Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. In order to import timecards from MS Excel, data under EquipmentCode, ProjectNumber, PrimeContractNumber, and CostCode columns must match exactly as it is in Sage Construction Management.
5. Make sure the sheet name that contains the data is labeled Sheet1.
6. Save the file in Excel 97-2003 format (*.xls).
7. Close the file otherwise Sage Construction Management can not import the data.

Import the File

1. Click the Equipment icon on the left menu.
2. Navigate to the Eqp. Timecards row in the Stats section.
3. Click the Actions button on the far right.
4. Click Import From Excel option from the drop-down menu.
5. Click the Select Excel File button to select the Microsoft Excel import file.
6. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportEquipmentTimecards.xls

Equipment Timecard Fields (1st Row):

Column Name	Required (*)	Field Type	Comments
Date	*	Date	Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)
EquipmentCode	*	Text	Equipment Code in listing.
ProjectNumber	*	Text
PrimeContractNumber	*	Text
ChangeOrderNumber		Text	CO # must exist in the system before importing.
CostCode	*	Text	Project Job Cost Code
RTHours	*	Number	Run-Time Hours: 4.25, 8, 8.5, 9.0
ITHours	*	Number	Idle-Time Hours: 4.25, 8, 8.5, 9.0
DTHours	*	Number	Down-Time Hours: 4.25, 8, 8.5, 9.0
BillableStatus	*	Text	Options: Billable, Unbillable, or On Hold. This field is only applicable for Cost Plus Contracts.