Importing Transactions

If you have transactions stored outside of CCH Axcess, you can use the Time Capture import utility to import those transactions. You can import transactions from the following types of files:

• XLSX
• XML
• TXT
• CSV

To import transactions, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Time transactions under Time Capture.
2. Click Import in the Batch Transactions group on the Tools tab.
3. Select the import information. Explain the import information.

Component	Description
Filename	Enter or browse to the file you are importing.
Worksheet name	Select which worksheet contains the transaction information you are importing. This option only displays if you are importing from an XLSX file.
Document Type Definition (DTD) filename	Select which DTD file contains the transaction information you are importing. This option only displays if you are importing from an XML file.
Parameter set	Select the parameter set name to set as the default. To create or edit a new parameter set, you can click or. See Creating or Selecting a Parameter Set for more information. If you are importing from a TXT or CSV file, the parameter set will determine if the text is treated as fixed-width or delimited.

4. Enter the information on the Options tab. See Managing Import Options for more information.
5. Enter the information on the Preview tab. See Previewing Imported Files for more information.
6. Click Import. Each transaction that is successfully imported will be added to WIP.

Note: If you selected to confirm each transaction before import, or to display errors and fix them as they are found, the Time Capture - Import Transaction Editor displays for each transaction matching that criteria.

7. Review the information on the Errors tab, which lists all transactions that could not be imported. See Fixing Transaction Import Errors for more information.
   
8. Click Cancel when you are finished.