Import labor timecards from Microsoft Excel
Prepare a Microsoft Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- The first row specifies the column names and must be labeled as shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
- Start entering data from the second row.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file to enable Sage Construction Management to import the data.
Import the file
- Select the Time & Expenses module.
- In the Timecard and Expense Stats section, select the three-dot menu icon.
- Select Import Labor Timecards From Excel.
- Select Choose File and find the file to be imported on your local drive.
The data will be imported automatically.
If the Mark Imported Timecards as Pending option is selected in Settings > Feature Settings > Time and Expenses, timecards will need to be approved after importing.
Microsoft Excel import sample
Labor timecard file fields
| Column name / First row | 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) |
| CompanyName | Text | The company name is required when importing time for outside firms. | |
| EmployeeName | * | Text | The employee display name as specified in the Employee Profile page. |
| ProjectNumber | * | Text | |
| PrimeContractNumber | * | Text | |
| ChangeOrderNumber | Text | The change order (CO) number must exist in the system before importing the file. | |
| LaborCode | Text | This field is optional. However, if a labor code is provided, it will be the primary factor in determining the rates along with the payroll code. | |
| PayrollCode | * | Text | The payroll code must be referenced in the Employee or Labor Items detail form. |
| CostCode | * | Text | The project job cost code. |
| WCCode | Text | The workers compensation code. | |
| Hours | * | Number | For example, 4.25, 8, 8.5, or 9.0 |
| BillableStatus | * | Text |
Use one of the following values:
This field is applicable only for Cost Plus contracts. |
| Comments | Text |
Troubleshoot upload issues
If there is an issue when importing records from the spreadsheet, check the following:
- The ProjectNumber matches exactly the value specified in the Project # field in Sage Construction Management.
- The PrimeContractNumber matches exactly the value specified in the Prime Contract # field in Sage Construction Management.
- The CostCode matches exactly the cost code for the specified project in Sage Construction Management.
- The EmployeeName matches exactly the value specified in the Display Name field in Sage Construction Management.
- The PayrollCode matches exactly the value specified in the Payroll Code field in Sage Construction Management and is also referenced in the employee's default payroll rate table.
- The spreadsheet is closed when it is uploaded and the sheet name is labeled Sheet1.