Adding work for a worker in Payable is simple. However, if you are tracking this data outside of Payable (another system, a spreadsheet, etc...), entering in all this data manually could be time-consuming and potentially error-prone.
Payable provides a means to “bulk add” your work all at once using a CSV formatted file. A CSV file has a header row that defines the columns in the file, and the rest of the file is the data, in those columns. Depending on your situation, you may or may not use all of the columns we support.
Here is a sample file of the CSV with all the supported headers: Payable Import Work Sample CSV.
The format of the CSV is straightforward. The column headings can appear in any order.
Worker Reference Ids are used to connect workers in Payable to those from an external system (yours!).
Work Reference Ids are used to connect work from an external system to Payable.
The work type name, quantity and time at which the work was performed are required fields.
- time: number of hours (including fractions of) (eg: 6.5)
- money: dollars and cents (eg: 67.54)
- units: number of units (including fractions of) (eg: 2)
- distance: number of miles (eg: 45.5)
- Date only: 2016-06-05 OR 06/05/2016
- Date + Time: 2016-06-05T12:30 OR 2016-06-05 12:30 OR 06/05/2016 12:30
- Date + Time with Seconds precision: 2016-06-05T12:30:00 OR 2016-06-05 12:30:00
- Date + Time with Seconds and Time Zone precision: 2016-06-05T12:30:00-07:00
The time at which the work ended and notes are optional fields.
Most spreadsheet applications give you the ability to export your data as a CSV file, so we recommend you prepare the data in your spreadsheet first, then export. The first row will be your header, so ensure that the name of each column is in line with the specification (above).
Once your data is looking right in the spreadsheet, you can export it. In Google Sheets, go to File > Download as… > Comma-separated values:
If you're using Microsoft Excel, go to File > Save As... Then, where it says "File Format" click to bring up the option of "Comma Separated Values (.csv)"
Once the file is saved and ready to go, go to the Work page in Payable. At the bottom of the page is the Import From CSV button (#1). Clicking this brings up the Work Import screen:
Click “Select CSV to Import” (#2), then select the CSV file you generated from the spreadsheet. That will kick off the import process. We’ll start by validating the import file:
After validating the import file you’ll be able to review the results:
If there are errors in your import file we’ll display them in a list:
By expanding each box you’ll be able to see what row number and column the error occurred on:
Go back to the spreadsheet and correct the file. After updating the data you can export your file and try importing it again.
Once everything goes well, you will see the following screen:
When things don’t go well, we display a list of the errors on the screen. We’ll tell you why it failed and what row number the error occurred on. Some of the typical errors are:
If you have any further questions about the information in the Work import, feel free to reach out to firstname.lastname@example.org.
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