If you need to capture costs from devices like photocopy machines of phone systems you can import the data from CSV files.
The process is fairly straight forward:
- Create a "Disbursement Import Specification" to map the fields in the CSV file to the associated Actionstep fields
- Import CSV files and select the appropriate import specification
You can watch the below video or see the text beneath the video for more information on how to set up and use these.
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Creating Import Specifications
Go to Admin > Timekeeping > Disbursement Import Specs and create a new specification (see screenshot).
Fields
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* Fields marked with an asterisk can be specified by the user when importing the file and do not need to be included in the CSV file |
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Importing Files
Goto Actions > Billing > Disbursements Import
Select a file, select an import specification, and enter any default values and then click "Save".
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360025846813-Data-Import |