The parameter set determines the text file parsing and field mapping instructions. Using a parameter set saves you much time and effort when importing transactions.
To create or select a parameter set, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Time transactions under Time Capture.
- Click Import in the Batch Transactions group on the Tools tab.
- Do one of the following:
- Create a parameter set. Click New
to create a new parameter set. - Open an existing parameter set. Select a parameter set from the list and click Open
to modify the parameter set. - Create a parameter set based on an existing parameter set. Open an existing parameter set, make any necessary changes, and then click Save as
to create the new parameter set.
- Create a parameter set. Click New
- Enter the parameter set name if you are adding a parameter set. Otherwise, the parameter set you selected to open displays, and you can skip to the next step.
- Select the text format for your file, and click Next. See Separating Fields for more information.
- Select the delimiter to separate the boxes, and click Next.
- Separate the data into columns, and click Next.
- Select the destination fields, and click Next. See Selecting Destination Fields for more information.
- Enter the default values to use to establish default values for information that is not in the import file, not mapped from a source field, or may be missing on some records, and click Finish. See Using Default Fields for more information.
- Continue with the transaction import.
The Import Parameter Set wizard displays.