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

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 NZ ONLY

(Download Sample)

Heading Description Format Notes
first_name The first name of the employee. Text Required
last_name The last name of the employee. Text Required
date The date the employee worked/leave started/adjustment relates to. Date Required
hours The number of hours the employee worked/took leave/to be adjusted Number (max 2DP) Required for Timesheets, Leave and some Adjustments
type The Earnings Rate for the hours worked/Adjustment. Must match the text of the Earnings Rate/Pay Item in Xero. Text Required
tracking_code The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. Text Optional, but if not in the file a default must be selected at import.
end_date The date the leave ended. Date Required for Leave.
description A description of the reimbursement that will appear on the payslip, or Leave that will show on the request. Text Required for Reimbursements and Leave.
rate The amount or rate of the transaction. The calculation type determines how this is used. Text Required for Adjustments.
calculation_type The method used to calculate the total amount of the transaction. Text Required for Adjustments. See File Formats for Timesheets, Leave and Adjustments (NZ & UK) for more details

Timesheet and Adjustment file Format - Combined NZ ONLY

(Download Sample)

Heading Description Format Notes
first_name The first name of the employee. Text Required
last_name The last name of the employee. Text Required
date The date the employee worked/leave started/adjustment relates to. Date Required
hours The number of hours the employee worked/took leave/to be adjusted Number (max 2DP) Required for Timesheets, Leave and some Adjustments
type The Earnings Rate for the hours worked/Adjustment. Must match the text of the Earnings Rate/Pay Item in Xero. Text Required
tracking_code The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. Text Optional, but if not in the file a default must be selected at import.
end_date The date the leave ended. Date Required for Leave.
description A description of the reimbursement that will appear on the payslip, or Leave that will show on the request. Text Required for Reimbursements and Leave.
rate The amount or rate of the transaction. The calculation type determines how this is used. Text Required for Adjustments.
calculation_type The method used to calculate the total amount of the transaction. Text Required for Adjustments. See File Formats for Timesheets, Leave and Adjustments (NZ & UK) for more details

Timesheet and Leave file Format - Combined

(Download Sample)

Heading Description Format Notes
first_name The first name of the employee. Text Required
last_name The last name of the employee. Text Required
date The date the employee worked/leave started. Date Required
hours The number of hours the employee worked/took leave. Number (max 2DP) Required
type The Earnings Rate for the hours worked/ The type of leave taken. Must match the text of the Earnings Rate/Leave Type in Xero. Text Required
tracking_code The Tracking Code for the hours worked. Must match the text of the Tracking Code in Xero. Text Optional, but if not in the file a default must be selected at import.
end_date The date the leave ended. Date Required for Leave.
description A description of the leave taken. Text Required for Leave.

Leave and Adjustment file Format - Combined NZ ONLY

(Download Sample)

Heading Description Format Notes
first_name The first name of the employee. Text Required
last_name The last name of the employee. Text Required
date The date the leave started/adjustment relates to. Date Required
hours The number of hours the employee took leave/to be adjusted Number (max 2DP) Required for Leave and some Adjustments
type The Leave/Adjustment type. Must match the text of the Leave Type/Pay Item in Xero. Text Required
end_date The date the leave ended. Date Required for Leave.
description A description of the Leave that will show on the request. Text Required for Leave.
rate The amount or rate of the transaction. The calculation type determines how this is used. Text Required for Adjustments.
calculation_type The method used to calculate the total amount of the transaction. Text Required for Adjustments. See File Formats for Timesheets, Leave and Adjustments (NZ & UK) for more details.
PLEASE NOTE - IN ALL OF THE EXAMPLES, YOU MAY USE A SINGLE 'FULL_NAME' FIELD INSTEAD OF 'FIRST_NAME/LAST_NAME'