Web Admin Tool Guide

Import Time Registrations

The integration between People Planner and Maconomy supports import of Actuals, that is, of time registrations.The integration between People Planner and Maconomy supports import of Actuals, that is, of time registrations.

However, if the time registrations are stored in an external system, such as in a different ERP system, and you can export them from there to an Excel file, you can define an Import Mapping to import them into People Planner.

This is the simplest format that you can use.

This format assumes that:
  • EventID: You know the ExternalID of the events (such as tasks) where the time is registered.
  • ResourceID: You know the ExternalID of the employees who registered the time.
  • The time should go into the TimeRegistration account.
  • The TimeUnit must be one of the following: Day, Week, or Month. In addition, the Start date should be the first date in the period.
Note: People Planner uses the European standard, where the week starts on Monday.

One way to know the external IDs could be because you already have import mappings that import the tasks and the resources.

Events and resources that are created directly from People Planner do not have external IDs. However, you could assign IDs to them by some other means, such as directly from the PG and RG or through a SQL script, and you would then be able to use those IDs.

To create the import mapping:

  1. Go to Tasks > Custom Import Mappings.
  2. Create a custom import mapping.
  3. In the Import Type field, select Excel from the drop-down list.
  4. In the Server file path field, enter the folder path of the file on the server to use when running the custom import mapping.
  5. Click Next.
  6. In the Local sample file path field, click Select File to choose your file from your device.
  7. In the Name field, enter a name for the custom import mapping.
  8. Click Add.
  9. In the Destination Entity Name field, select Entries > Time Registration Entry from the drop-down list.
  10. Verify that the fields have been mapped correctly.
  11. Click Save.

You can now continue with creating a task specification and a scheduled task on top of this.

If the resource is not already assigned to the task, the custom import mapping does this automatically. This is in contrast with how you would enter time registrations via the PG; in that case, you would first need to assign the resource before you could start entering values in the time registration cells.