Exclude Lines from Files Automatically

Overview

Some files contain rows of data that are either incomplete or do not need to be loaded for various reasons. UpSheets provides the ability to create mappings to automatically remove these lines when you validate your file.

Methods

There are two ways to create Exclude Mappings:

• Create an Exclude Mapping when importing a file
• Define an Exclude Mapping from the Mapping Menu

Creating an Exclude Mapping

Select Mapping from the menu:

Excluding Empty Values

Checkboxes are available to ignore lines with no value. If selected, any lines that do not have a value will automatically be deleted. This is available for:

• Employee Name
• Date
• Hours
• Tracking Code (if enabled in Xero)

The below options would exclude any lines that do not have a value for Employee, Date or Tracking Code.

Excluding Specific Values

Specific values can also be excluded by:

1. Select Create Mapping
2. Select the Mapping type to exclude (Employee, Type, Tracking Code, Project, User)
3. In the File Value field enter the value in your file to ignore
4. Select *EXCLUDE* in the Xero Value field and click Save Mapping

In the below example, UpSheets will exclude any lines where the Employee Name is Jimmy Lebron

In the below example, UpSheets will exclude any lines that have a Tracking Code of XXXX

Viewing Excluded Lines

When importing a file that matches an exclude mapping, a message is displayed indicating the number of excluded lines. Hovering over the number will also show a breakdown of which types have been excluded.

Removing an Exclude Mapping

To remove an exclude mapping navigate to the Mapping screen and click Delete. Then click Confirm to delete it.

If removed the mapping will not apply to any future files imported. You can also click Reload Data from File from a file that is already validated to process it without any deleted rules - any other edits since importing the file will also be deleted.