Import transactions from a TSV file

  1. From the All Tasks pane, select Administration > Utilities > Import > Import Transactions.
  2. In the Import Type field, click and select the type of data to import from the drop-down.
    Note: To import employee time cards from a TSV file, select Employee Time Card - Excel as the import type.
  3. In the File Location field, click and browse to the TSV file containing the data you want to import. If you cannot find the file, change the file type value in the Browse window to Tab Separated. Select the file and click OK.
  4. If you are importing employee time cards, in the Posting Group field, click and select the posting group from a Lookup List. The only available posting groups are those associated with companies and pay systems to which you have access.
    Note: If either of the following is true, the import will fail.
    • The posting group you selected contains at least one check that has been printed correctly and has a status of Ready to Post.

    • The posting group you selected is currently in use by another user in the Start a Payroll Cycle screen.

  5. Click Get External Data.
    Note: When you get external data, ProContractor retrieves and validates the data in the TSV file. This process may take a few minutes. A progress bar indicates that the process is still working. In addition, ProContractor converts the TSV file to Excel and saves the Excel file to the original file location. The File Location field is updated with the name of the Excel file.
  6. If there are invalid records,ProContractor displays a warning, giving you the option to stop the import and correct the invalid records before proceeding. Do one of the following:
    • Click Yes to stop the import. Go to the next step.

    • Click No to continue with the import. Skip to Step 10.

      CAUTION: Viewpoint strongly recommends that you correct orphaned records before continuing with the import. If orphaned records are not corrected before continuing, the records will be lost and you will have to enter them manually.
  7. Review the Failed Records and Orphaned Records tabs as described in the Import Transactions Screen Field Reference to identify the invalid records.
  8. Edit the data in the Excel file created in step 5 to address the invalid records ProContractor automatically opens this file for you.
  9. Repeat any necessary steps until there are no invalid records.
  10. Click Import to import the valid records.
    Note: If there are invalid records (because you selected Yes in step 6), ProContractor creates the following Excel files:
    • Problem Records - Contains information about the failed records.
    • Failed Records - Contains the failed records.

    Use the Problem Records file to identify the specific records with errors. Use the Failed Records file to correct the records.

    If you are importing employee time card data, you must recalculate taxes and deductions for the posting group on the Calculate Taxes and Deductions screen after importing.