Question 1

Importing Harvest Data to Xero

Accepted Answer

Overview

UpSheets allows you to import data directly from Harvest to Xero Payroll.

Enable the Harvest Integration

Before importing your Harvest data and uploading it to Xero, you must first enable the Harvest Integration.

Importing

Once enabled, the Import screen will have a new Data Source for Harvest. When selected, your active Account and From/To dates will be displayed.

To import Data:

Select the From and To dates from which you wish to import data. All time data in Harvest will be imported for this range (including all data on the From and To dates).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/cUn1KF4LYp/harvest_select.png (harvest_select)

Select the type of transactions you wish to import and any other options (or accept the defaults). Click Import Data to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/baaIi8dAtI/import_data.png (import_data)

You can import the data as Timesheets, Leave or Payslip adjustments. If you have used start/end times in Harvest these can also be used in conjunction with Smart Formulas.

Your data will be imported and displayed on the following screen. The columns are labelled according to the Harvest definition - depending on how you have set this up, you will need to select the appropriate columns to map the name, type, hours, date, description etc. Then click Validate to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/wN7pM3Vj4k/harvest_imported.png (harvest_imported)

Your data will be imported and validated by UpSheets.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/9Ay7nzW9eu/harvest_validated.png (harvest_validated)

Click Upload to upload your data to Xero Payroll.

Question 2

No Payslip found for Employee/Period

Accepted Answer

To upload payslip adjustments a payslip must already exist in Xero. UpSheets will upload the data to the draft pay run for the employees pay calendar.

To resolve this error, simply create a pay run in Xero and revalidate your file.

If using an unscheduled pay run, be sure to open the pay run and select the employees you wish to upload data for as payslips are not automatically created for employees on unscheduled pay runs.

Question 3

Smart Formula Pay Item Defaults

Accepted Answer

Pay Item Defaults

When UpSheets is used as the source for Smart Formulas, it may need to create new Pay Items in Xero the first time they are used.

The following default values may be set:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/0NR9qGhulL/pay_item_defaults.png (pay_item_defaults (1).png)

These values will then be used for any new Pay Items created. Omce created they will not be updated, so any pay Items that have been created prior to these settings being changed will need to be manually updated in Xero.

For the same reason, if you need to be update these settings on existing Pay Items, this can be done directly in Xero after they have been created.

Question 4

Do you give a discount for non-profits?

Accepted Answer

Get 25% off UpSheets for your non-profit or charity.

If you meet Xero's criteria, we will give you the same discount.

To claim your discount simply contact us and attach a copy of your Xero invoice showing your discount.

Refunds are not given for past invoices. Discount will apply from the start of your next billing period after we confirm your status.

Question 5

Can I add comments to my file or have UpSheets ignore certain rows?

Accepted Answer

Yes.

As well as ignoring blank rows, UpSheets will also ignore any row that has a '#' as the first character of the first cell (without the quotes).

So if you have some calculations or comments in your spreadsheet that you wish to be ignored, just add a '#' at the start of the first cell and it will be ignored when validated.

Question 6

How do I view uploaded Timesheets, Leave, Adjustments or Projects in Xero?

Accepted Answer

After validating or uploading your file, you can open the transaction is Xero by clicking the appropriate button under 'View in Xero'

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/JPgwI43sQH/Screen%20Shot%202020-08-24%20at%2010.30.39%20pm.png (Screen Shot 2020-08-24 at 10.30.39 pm.png)

For NZ and UK organisations, most transactions can be viewed in Xero by clicking on the link in the transaction type column when viewing the upload data.

If you need to make changes in Xero, you can then retry the validation on the current file by clicking 3 : Validate Data in the top of the screen or in the Revalidate button.

Question 7

Projects Setup is Incomplete

Accepted Answer

In order to upload Tasks or Time using Xero Projects, you must first complete the required setup.

For detailed information on how to set up Projects check out Xero's website

If you are using the Xero demo organisation, most of the setup is done for you - however, you must manually complete the following step to complete it.

After logging into your Xero organisation, click Payroll > All Projects

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/sWvfkifb2U/projects1.png (projects1)

On the next screen click, Get Started and wait for the next screen to load and you are good to go.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/uo7p7BWrBj/projects2.png (projects2)

In order for UpSheets to know you have enabled Projects, either:

Log back into UpSheets
Disconnect and reconnect your organisation; or
Click the Projects button and click Reconnect to Xero

Question 8

Importing Connecteam Data to Xero

Accepted Answer

Overview

UpSheets allows you to import data directly from Connecteam to Xero Payroll.

Enable the Connecteam Integration

Before importing your Connecteam data and uploading it to Xero, you must first enable the Connecteam Integration.

Importing

Once enabled, the Import screen will have a new Data Source for Connecteam. When selected, your active Time Clock and From/To dates will be displayed.

To import Data:

Select the From and To dates from which you wish to import data. All time data in Connecteam will be imported for this range (including all data on the From and To dates).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/dQVVaS9S8m/connecteam_select.png (connecteam_select)

Select the type of transactions you wish to import and any other options (or accept the defaults). Click Import Data to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/baaIi8dAtI/import_data.png (import_data)

You can import the data as Timesheets, Leave or Payslip adjustments. If you have used start/end times in Connecteam these can also be used in conjunction with Smart Formulas.

Your data will be imported and displayed on the following screen. The columns are labelled according to the Connecteam definition - depending on how you have set this up, you will need to select the appropriate columns to map the name, type, hours, date, description etc. Then click Validate to proceed.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/MYIUUZiBxa/connecteam_imported.png (connecteam_imported)

Your data will be imported and validated by UpSheets.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/iMH1Wa0TRa/connecteam_validated.png (connecteam_validated)

Click Upload to upload your data to Xero Payroll.