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File Formats for Combined Timesheets, Leave and Adjustments (in a single file)

UpSheets allows you to upload multiple different transaction types in a single file, so long as all of the required fields are included. 

For more information on individual file formats see File Formats for Timesheets, Leave and Adjustments

NOTE: All columns must be included in the file, even if their values are left blank. This is required to keep formats consistent and allow UpSheets to determine the type of transaction being uploaded automatically.


PLEASE NOTE - IN ALL OF THE EXAMPLES, YOU MAY USE A SINGLE 'FULL_NAME' FIELD INSTEAD OF 'FIRST_NAME/LAST_NAME'


Timesheet, Leave and Adjustment file Format - Combined (Download Sample)

HeadingDescriptionFormatNotes
first_nameThe first name of the employee.TextRequired
last_nameThe last name of the employee.TextRequired
dateThe date the employee worked/leave started/adjustment relates to.DateRequired
hoursThe number of hours the employee worked/took leave/to be adjusted Number (max 2DP)Required for Timesheets, Leave and some Adjustments (depending on calculation_type below)
typeThe Earnings Rate for the hours worked/Adjustment. Must match the text of the Earnings Rate/Pay Item in Xero.TextRequired for Adjustments. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import.
tracking_codeThe Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero.TextOptional, but if not in the file a default must be selected at import.
end_dateThe date the leave ended.DateRequired for Leave.
descriptionA description of the reimbursement that will appear on the payslip, or Leave that will show on the request.
TextRequired for Reimbursements and Leave.
rateThe amount or rate of the transaction. The calculation type determines how this is used.
TextRequired for Adjustments.

calculation_type

The method used to calculate the total amount of the transaction.
TextRequired for Adjustments.
See File Formats for Timesheets, Leave and Adjustments for more details


Timesheet and Adjustment file Format - Combined (Download Sample)

HeadingDescriptionFormatNotes
first_nameThe first name of the employee.TextRequired
last_nameThe last name of the employee.TextRequired
dateThe date the employee worked/adjustment relates to.DateRequired
hoursThe number of hours the employee worked/to be adjusted.Number (max 2DP)Required
typeThe Earnings Rate for the hours worked/Adjustment. Must match the text of the Earnings Rate/Pay Item in Xero.TextRequired for Adjustments. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import.
tracking_codeThe Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero.TextOptional, but if not in the file a default must be selected at import.
descriptionA description of the reimbursement that will appear on the payslip. Used for reimbursements only
TextRequired for reimbursements only.
rateThe amount or rate of the transaction. The calculation type determines how this is used.
TextRequired for Adjustments.

calculation_type

The method used to calculate the total amount of the transaction.
TextRequired for Adjustments.
See File Formats for Timesheets, Leave and Adjustments for more details.


Timesheet and Leave file Format - Combined (Download Sample)

HeadingDescriptionFormatNotes
first_nameThe first name of the employee.TextRequired
last_nameThe last name of the employee.TextRequired
dateThe date the employee worked/leave started.DateRequired
hoursThe number of hours the employee worked/took leave.Number (max 2DP)Required
typeThe Earnings Rate for the hours worked/

The type of leave taken. Must match the text of the Earnings Rate/Leave Type in Xero.

TextRequired for Leave. Optional for Timesheets, but if not in the file a default or the employee default must be selected at import.
tracking_codeThe Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero.TextOptional, but if not in the file a default must be selected at import.
end_dateThe date the leave ended.DateRequired for Leave.
descriptionA description of the leave taken.TextRequired for Leave.


Leave and Adjustment file Format - Combined (Download Sample)

HeadingDescriptionFormatNotes
first_nameThe first name of the employee.TextRequired
last_nameThe last name of the employee.TextRequired
dateThe date the leave started/adjustment relates to.DateRequired
hoursThe number of hours the employee took leave/to be adjusted Number (max 2DP)Required for Leave and some Adjustments (depending on calculation_type below)
typeThe Leave/Adjustment type. Must match the text of the Leave Type/Pay Item in Xero.TextRequired
end_dateThe date the leave ended.DateRequired for Leave.
descriptionA description of the Leave that will show on the request.
TextRequired for Leave.
rateThe amount or rate of the transaction. The calculation type determines how this is used.
TextRequired for Adjustments.

calculation_type

The method used to calculate the total amount of the transaction.
TextRequired for Adjustments.
See File Formats for Timesheets, Leave and Adjustments for more details.


PLEASE NOTE - IN ALL OF THE EXAMPLES, YOU MAY USE A SINGLE 'FULL_NAME' FIELD INSTEAD OF 'FIRST_NAME/LAST_NAME'

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