Financial Import Overview

Steps for Import

1. Access Template
2. Populate Data
3. Save as CSV
4. Upload and Import
5. Importer Definitions

Steps for Import

Step 1: Access the Import Template

Click the link below to access our import template. This is a read-only link, so you will either need to make a copy into your own Google Drive (recommended) by clicking File -> Make a copy or download and edit the sheet in Excel (not recommended) by clicking File -> Download.

CutTime Financial Import Sheet

Step 2: Populate your Data

Copy and paste (values only) or otherwise enter in your data from your current data storage into the CutTime import template. The column headers in the import template should not be edited.

Step 3: Save as a CSV

When you have finished populating your import template, you are ready to save and upload it to our import helper for verification. The file will need to be in CSV format for our importer.

• In Google Sheets, click File -> Download -> Comma Separated Values (.csv)
• In Excel, click File -> Save As and change the format from Excel Workbook (*.xlsx) to CSV (Comma delimited) (*.csv)

Step 4: Upload and Import

Once you have your CSV file saved and ready to import, navigate to the Import Data page and click the “Costs and Payments” option. Click "Choose File," select the CSV file you just saved, and click "Preview & Clean-up Data" to open the import helper. The import helper will generate a table displaying the data from the file that you just uploaded. From this screen you can make any final edits necessary before completing the import.

Importer Definitions

Valid records will appear in the table without any highlighting and a green check mark. These records can be imported as-is, but you can also edit them as necessary.

Invalid records will be highlighted red in the table. These records cannot be imported and must be either edited or skipped before the import can be completed.

The field(s) that are not accepted will appear with a help tip in the edit form so you can see why it is invalid and make the necessary adjustments.

Skipped records will be highlighted in dark gray. These records will not be imported, meaning that skipping an invalid record will not prevent valid records from being processed. Both valid and invalid records can be skipped. If a record is skipped by mistake, you can reopen the edit form and select "Unskip" to include it in the import.

Edit rows and resolve errors

1. At the top of your preview, you will see a red box displaying the number of records with an error. Click the row or the "Address next error" button to open the edit form.
2. After you open the edit form, you can make adjustments to any of the fields that were originally imported. Fields with issues will be highlighted with a red message to indicate the specific problem.
3. When you're finished editing, click "Next Error" to save the updated record with your changes. Even after saving, you can click on the desired line to reopen the edit form and make further changes. Fields that have been previously modified will display a blue “Edited” message above them.
4. If you'd like to exclude a row from the import, you can click "Skip row" instead. Skipped records can also be unskipped. See above for more information about skipped records.

Once all records have been reviewed, click the green "Validate" button. Any records containing errors will be highlighted in red, and the total number of errors will be displayed at the top of your screen.

Review and correct any errors, then click "Validate" again to confirm the updates. When no errors remain, click the "Save" button to proceed.

A confirmation message will appear indicating the number of records ready for import. To complete the process, click "OK" to proceed with the import.

Once you click the green "Validate and import" button, you're done!