Import Dashboard - Contact Capture

The Import Studio (and Import Dashboard) for Contact Capture allows you to import clients and contacts.

 

NEED TO UPDATE!!!

 

Uploading a Client/Contact list

  1. On the Import Dashboard, click . This opens the Contact Capture screen.

 

 

  1. In the Account Manager field, use the lookup icon to select the Account Manager that will default into the client/contact record once it is imported. (REQUIRED)

  2. In the Branch field, use the Code Selection icon to select the Branch that will default into the client/contact record once it is imported. (REQUIRED)

  3. In the Division field, use the Code Selection icon to select the Division that will default into the client/contact record once it is imported. (REQUIRED)

  4. In the large text box, paste (or type) the list of contacts you wish to upload. If you select to paste the list, you can use the text box to edit the information in the list before uploading.

  5. Once you are satisfied with the information listed, click Confirm to upload the contacts.

  6. The uploaded contacts are now displayed in the Contact Capture Import Dashboard.

 

Searching for an Import File

 

  1. On the Import Dashboard, click . This opens the Search for Import File screen.

 

 

  1. You can search by name, process ID, submitted by or submitted date. You can also leave all of the fields blank to search for all imported files.

  2. When you are satisfied with your search criteria, click Search.

  3. The grid is populated with uploaded files that match your search criteria.

  4. Click in the radio button of the row containing the file with which you want to search (a small dot will appear in the radio button of the row you select). You can only select one row.

  5. Click Select.

  6. The Import Dashboard grid is populated with the contents of the file

 

 

 

The Import Dashboard Grid

 

 Adding Imported Records to a Batch

  1. On the Import Dashboard, select the records from which you want to create timecards. You select records by placing a check in the box located in the first column. Clicking in the box toggles it between checked and unchecked.

  2. Once you have selected all the records you want to create timecards from, click and select whether you want to add the records to a new batch or existing batch.

  3. If you select a new batch, the standard Add Batch screen displays with the Batch Type, Corporation, Batch Branch, Pay Frequency and Work Period defaults from the file contents. You can edit the Batch Name, Corporation, Batch Branch and Work Period, if you like. Once you are satisfied with your selections, click Save. At this point, you can treat it as a normal timecard batch.

  4. If you select an existing batch, the Search Timecard Batch screen displays. Enter your search criteria and click Search. From the search results, select one of the batches and click Select. At this point, you can treat it as a normal timecard batch.