Team Member Importing Tips

Below are some helpful tips when importing data from your CSV file into a specific folio team:

FOLIO Field	Import Notes
Type	Defines the role of the team member Default value if none specified : *With no role
Description	You can specify a description for the team member Optional
Reporter	Defines the reporter of the data Default value if none specified : The importer
Start date	Defines the start date of the worked hours period or the date on which the wage is effective Mandatory - must be specified in either case
End date	Defines the end date of the worked hours period Mandatory - must be specified in the case of a worked hours entry
Wage	Defines the wage of the team member (hourly rate). Optional if the consulting revenue already exists in folio else must be defined.
Allocation	Defines the allocation ratio (%) of the team member Default value if none specified : 100%
Worked Hours	Defines the hours worked in the period defined by the start date and end date Default value if none specified : Computed based on allocation table
Custom fields	Defines the value for a specific custom field Optional

You must have the edit rights on the folio to be able to import data.

CSV Example for team members

"Type","Member","Description","Reporter","Wage","Allocation","Worked Hours","Start date"
"Administration","admin1","Big Chef","admin","46.00","100.00","","2013/08/31"
"Administration","admin2","Medium Chef","admin","44.00","100.00","","2013/08/31"
"Administration","admin3","Small Chef","admin","56.00","80.00","","2013/08/31"

CSV Example for importing woked hours

"Member","Worked Hours","Start date","End date"
"admin","100.00","2013/08/31","2013/09/30"
"admin","110.00","2013/10/01","2013/10/31"
"admin","115.00","2013/11/01","2013/11/30"

CSV Example for importing allocations and wages

"Member","Wage","Allocation","Start date"
"admin","46.00","100.00","2013/08/31"
"admin","44.00","100.00","2013/09/30"
"admin","56.00","80.00","2013/10/31"