Importing Data
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      How do I import time data into Protiv if I don't have an integration? 📥

      This detailed guide will walk you through manually importing time data into Protiv, step-by-step. We'll cover everything from formatting your file to matching columns and checking for errors. 💪

      If you're not using an integration to automatically sync your time data with Protiv, you'll need to import it manually. Don't worry, it's easier than you might think! Just follow these detailed instructions:


      Step 1: Prepare Your File       📄

      • Format: Make sure your time data is in either a .xls (Excel) or .csv (comma-separated values) file.

      • Headers: Include a single header row at the top of your file with column names that describe the data in each column (e.g., "Employee Name," "Date," "Start Time," "End Time").

      • Template (Optional): For a foolproof way to format your data, download the Protiv time import template from the Import page.


      Step 2: Navigate to the Import Page       🖱️

      1. Log in to your Protiv account.
      2. Click on "Import" in the left-hand menu of your dashboard.


      Step 3: Upload Your File       📤

      1. Click on the arrow icon or drag and drop your file into the upload area.

      2. Select the format of your data:

        • Check-in/check-out (for start and end times)

        • Duration (for total hours worked)

        • Payroll Period (for time grouped by pay period)

      3. Answer the questions about your file format:

        • Does your file have a header row? (Yes/No)

        • Are employee first and last names in separate columns? (Yes/No)

        • Is the date and time in the same cell? (Yes/No)

        • Do any employees have the same name? (Yes/No) If yes, select a unique identifier (employee ID, email, or phone number) from your file.


      Step 4: Match Columns and Fields       짝

      1. Protiv will try to automatically match the columns in your file to the correct fields in Protiv.

      2. Review the matches and manually correct any errors. Use the drop-down menus to select the correct Protiv field for each column in your file.

      3. Click "Save" when you're finished.

      Note: The process for matching columns and fields is the same for all types of data imports (time, jobs, and worker data).


      Step 5: Map Employee and Job Details       🗺️

      1. Mapping the Import: Match the attendance fields from your file to the corresponding fields in Protiv.

      2. Mapping Job Details: Select the Protiv job name from the dropdown menu to match the job name in your file. Click "Next."

      3. Mapping Employee Field: Select the Protiv employee name from the dropdown menu to match the employee name in your file. Click "Next."


      Step 6: Map Propay Fields and Proceed       💰

      1. Mapping Propay Fields: If you have existing ProPays, they will automatically be linked with your job names in the file.

      2. Proceed: Click "Proceed" to start the import.


      Step 7: Review and Update (if needed)       👀

      1. Completed Import Page: You'll see a summary of the import, including the number of contacts imported, the file name, any updates to existing employees, and any failed contacts.

      2. Import History: To view or update the imported file, go to the "Import" section again and look under "Import History."

      3. Time Section: You can view/update the actual time entries by going to the "Time" section on the left side menu. Here you can make manual adjustments or delete entries if needed.

       

      Important Note: If you have already integrated your financial platform and no data is populating, please contact support.

      Pro Tip: To minimize errors, always double-check your data before importing. If you need assistance, reach out to Protiv support. We're here to help! 😊