Import Labor Timecards From Microsoft Excel
Prepare The Microsoft Excel Import File
- Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
- 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.
- Insert data starting at Row 2.
- In order to import timecards from MS Excel, data under EmployeeName, ProjectNumber, PrimeContractNumber, PayrollItem, and CostCode columns must match exactly as it is in Sage Construction Management.
- Make sure the sheet name that contains the data is labeled Sheet1.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file otherwise Sage Construction Management can not import the data.
Import the File
- Click the HR icon on the left menu.
- Navigate to the Lbr. Timecards row in the Stats section.
- Click the Actions button on the far right.
- Click Import From Excel option from the drop-down menu.
- Click the Select Excel File button to select the Microsoft Excel import file.
- After selecting the file, the data will be imported automatically.
- Important: Depending on the application property in Settings | Feature Settings | Time and Expenses, timecards may need to be approved after importing.
Microsoft Excel Import Sample
Labor 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) |
| CompanyName | Text | Company name would be required when importing time for outside firms. | |
| EmployeeName | * | Text | Employees Display Name. See Employee Profile for details. |
| ProjectNumber | * | Text | |
| PrimeContractNumber | * | Text | |
| ChangeOrderNumber | Text | CO # must exist in the system before importing. | |
| LaborCode | Text | This field is optional. However, if referenced this will be the primary factor in determining the rates along with the PayrollCode. | |
| PayrollCode | * | Text | Payroll Code must be referenced in the Employee or Labor Items detail form. |
| CostCode | * | Text | Project Job Cost Code |
| WCCode | Text | Workers Compensation Code | |
| Hours | * | Number | Examples: 4.25, 8, 8.5, 9.0 |
| BillableStatus | * | Text | Options: Billable, Unbillable, or On Hold. This field is only applicable for Cost Plus Contracts. |
| Comments | Text |
Upload Issues
If there is an issue with importing records from the spreadsheet, please double-check data in every column mentioned below.
- ProjectNumber matches exactly the Project # in Sage Construction Management
- PrimeContractNumber matches exactly the Prime Contract # in Sage Construction Management
- CostCode column matches exactly the Cost Code for that Project in Sage Construction Management
- EmployeeName matches exactly the Display Name field in Sage Construction Management
- PayrollCode matches exactly the Payroll Code field in Sage Construction Management and is referenced in the Employees default payroll rate subtable.
- Spreadsheet is closed when uploading and sheet name (not filename) is labeled Sheet1.