Q: Default end date and description for leave

Selecting the Default end date and description for leave option in your user settings will cause UpSheets to automatically set the following values on import: The result of this setting being enabled is that you do not need to provide the end_date or description in your file.

Question 1

Multiple Adjustment Types/Earnings Rates in Xero with the same name

Accepted Answer

This error is shown if you have more than one Pay Item set up in Xero with the same name.

To resolve this, update the pay items (under Payroll Settings> Pay Items> Earnings) to either:

have a different name; or
make the duplicate items inactive so there is only a single active one that matches the file

Once your changes are saved in Xero, you can click Revalidate in UpSheets to validate your file and the error should no longer appear.

Question 2

Default end date and description for leave

Accepted Answer

Selecting the Default end date and description for leave option in your user settings will cause UpSheets to automatically set the following values on import:

The result of this setting being enabled is that you do not need to provide the end_date or description in your file.

Question 3

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 4

Connecting Clockify to UpSheets

Accepted Answer

Overview

You can connect UpSheets directly to Clockify to import your data and upload it to Xero. This streamlines the process and removes the need to export and import CSV files.

Enabling the Clockify Integration with UpSheets

Clockify data can be accessed by creating a Personal Access Token. After creating it you will be provided with a random token and a list of your account IDs.

To enable this feature, complete the steps below.

To create an API key you must first Register for Clockify if you have not already done so.
After logging in, select Preferences from the menu and go to the Advanced tab. Click Generate, then Generate again to create an API key. Copy the API key for the next step.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/7yHuVN1rhI/clockify_token.png (clockify_token)

IMPORTANT: Keep your Token and Account ID secret just as you would a password

Select Integrations from the menu in UpSheets and click the Clockify tab. Enter the API key. The API key will be masked for security reasons.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/JZTG7gxjxA/clockify_integration.png (clockify_integration)

Question 5

Connecting Connecteam to UpSheets

Accepted Answer

Overview

You can connect UpSheets directly to Connecteam to import your data and upload it to Xero. This streamlines the process and removes the need to export and import CSV files.

Enabling the Connecteam Integration with UpSheets

Connecteam data can be accessed by creating a API Key. After creating it you will be provided with a random token and a list of your account IDs.

To enable this feature, complete the steps below.

To create an API key you must first Register for Connecteam if you have not already done so.
After logging in, select Settings from the menu ans select API & Integrations.

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

Click Generate Zapier API key to create an API key. Copy the API key for the next step.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/6V7NT406PT/connecteam_generate.png (connecteam_generate)

IMPORTANT: Keep your Token and Account ID secret just as you would a password

Select Integrations from the menu in UpSheets and click the Connecteam tab. Enter the API key. The API key will be masked for security reasons.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/yVkOeAFq7y/connecteam_integration.png (connecteam_integration)

Question 6

Importing Clockify Data to Xero

Accepted Answer

Overview

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

Enable the Clockify Integration

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

Importing

Once enabled, the Import screen will have a new Data Source for Clockify. When selected, your active Workspace 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 Clockify 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/wVxj9QPhDL/clockify_select.png (clockify_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 Clockify 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 Clockify 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/Yz5aAu8wUN/clockify_imported.png (clockify_imported )

Your data will be imported and validated by UpSheets.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/x8yRMQTC69/clockify_validated.png (clockify_validated)

Click Upload to upload your data to Xero Payroll.

Question 7

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.

Question 8

Connecting Harvest to UpSheets

Accepted Answer

Overview

You can connect UpSheets directly to Harvest to import your data and upload it to Xero. This streamlines the process and removes the need to export and import CSV files.

Enabling the Harvest Integration with UpSheets

Harvest data can be accessed by creating a Personal Access Token. After creating it you will be provided with a random token and a list of your account IDs.

To enable this feature, complete the steps below.

To create an API token you must first Register for Harvest if you do not already done so.
Select Create new personal access token from the Developers section of Harvest.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/M10hkudSKw/harvest_token_section.png (harvest_token_section)

Name the token and click Create personal access token

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

The token will be displayed. Take note of both the Token AND Account ID (these are blurred for security reasons below).

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/MIsX63jfSv/harvest_token_created.png (harvest_token_created)

IMPORTANT: Keep your Token and Account ID secret just as you would a password

Select Integrations from the menu in UpSheets and enter the Token AND Account ID. The API key will be masked for security reasons.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/j0x2GOjMS3/resources/WMmrdO6e40/harvest_integration.png (harvest_integration)

Once connected, the integration will become enabled and the Account name will be displayed below.