Page 77 - Administering the System Participant Guide (SDL)

7. Compare the export results to the Timesheet Status report output to confirm the
extracted records match the report.
8. Press Back to Criteria on the export results screen.
9. Check the box to Mark Data as Extracted.
10. The Date Range will default to Specific Time Period; select “Semi-Monthly
(5/1/2021-5/15/2021)” for Salaried users.
11. In Timesheet Status, select “Locked” and “Extracted”.
12. Press Run Export.

Importing in Unanet
During an import, the system will review each column and row in the template file; if the
data in a cell does not exist in the system, it will be added. If data exists in the system,
the contents of the template file will overwrite the existing data. Blank cells in the import
file will be ignored. Some templates offer the option to delete an existing entry using the
import file.

Importing System Data
Administrator imports are an efficient option for updating substantial amounts of data at
once; Unanet recommends exporting data to a .csv file, making the necessary changes,
and then importing the modified file to update the system.

Tour 16.3 – Review General Requirements of the Import File

Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Lesson 16: Executing Imports and Exports ©2021 Unanet. All rights reserved.
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