Hi thereMy client currently manually enters Activity slips and we’re attempting to move to importing Activity slips, with a csv file. However, after numerous attempts, unfortunately the import has failed. I’ve attached some supporting information:Activity list - snippet for understanding CSV file - snippet for understanding Error msg reason (attempted to import multiple times though this is the last message)In importing the data, the steps have been:Welcome – selected Employee Card ID to match fieldFile Type – Import Activity slips, and selected the csv file successfullyFormat – Comma / Header fieldsMatch Fields – these are the fields we’ve attempted to matchImport Fields Available Fields Activity TypeActivity IDJob NumberJob NumberDateDateUnitsUnitsEmployee Card IDEmployee Card ID Need assistance with:What are we doing wrong that the import is not successful? Re-reviewed the help information regarding Activity Slip import and looks like we’re doing everything correctly https://community.myob.com/t5/AccountRight-Getting-started/Activity-Slip-imports-in-AccountRight-dropping-off-payroll/td-p/617000Within summary of errors, what is 262? I can confirm they are not employee numbers. We also can’t see the Activity ID ‘number’ eg for Project Management. But we tested this by changing the Activity ID from the name to 262, but this failed as well.Any pointers would be most welcome. Many thanks

Hi there - it's been two weeks since I posted this query. If MYOB are able to get back to me, I'd appreciate it. Thanks in advance

Hi MarnieMYOB Sorry to see that no one has replied to you yet. I've had a look at the file you attached, and you have put the Activity Type as "Project Management" which should be either " " or "X", and the Customer has "(data removed)", which sounds odd; I am assuming there isn't a customer named "(data removed)"? For a list of the field formats please refer to our Help Article: Import and export fields For help creating a template, I have also provided a Help Article on that: Using an import template. If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Thanks Samara for your response. Just to clarify: - For Activity Type - are you suggesting the column relating to Activity Type is left blank or an X? I thought for the Activity Slip import to work, Activity Type is a mandatory field and a key to importing the data correctly. FYI - there are a number of different Activity Types set up for employees in my customer's MYOB. This then assigns the appropriate cost. Please advise - For Customer First Name - this information was deemed sensitive, therefore the info was deleted from the csv file and replaced with (data removed). Apologies for the confusion. If you could assist, I'd appreciate it. Thanks

Hi MarnieMYOB For the Activity Type, there are only 2 options: If it was Non‑Hourly - you would put X under Non-hourly field. If it was Hourly - you would leave the Non-hourly field blank. The Activity ID would be the field that is mandatory, as the software needs to know what activity to match it to. As for the Name, thanks for clarifying. I would just double-check they are identical, so making sure the spelling is exactly the same and there isn't an extra character like a space at the end. Hope that helps. If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Many thanks Samara I've spoken to the client and we're still a little confused. Hoping you can help. Currently we import Timesheets for payroll, which includes the Payroll categories of Base Hourly etc. To then import the hours into a job for job costing (which is in a separate Company file), we were attempting to do this via the Activity Slip import. However haven't been successful so far (see above info). Are we supposed to first upload the timesheet file into the separate Company before uploading the Activity Slip? Having a look at your last message and the information that we have in the initial Activity Slips import seems to be correct. For the Hourly Activity Types, we are entering this in the Units column. Also confirming 'Activity ID' is the name eg Project Management, and not a unique numerica ID such as 12345. If it's the latter, the client has no visibility in the front end of this number. Many thanks

Forum Discussion

MarnieMYOB

Contributing User

2 years ago

Issue with importing Activity Slips in AccountRight

Hi there

My client currently manually enters Activity slips and we’re attempting to move to importing Activity slips, with a csv file.

However, after numerous attempts, unfortunately the import has failed.

I’ve attached some supporting information:

Activity list - snippet for understanding
CSV file - snippet for understanding
Error msg reason (attempted to import multiple times though this is the last message)

In importing the data, the steps have been:

Welcome – selected Employee Card ID to match field
File Type – Import Activity slips, and selected the csv file successfully
Format – Comma / Header fields
Match Fields – these are the fields we’ve attempted to match

Import Fields	Available Fields
Activity Type	Activity ID
Job Number	Job Number
Date	Date
Units	Units
Employee Card ID	Employee Card ID

Need assistance with:

What are we doing wrong that the import is not successful? Re-reviewed the help information regarding Activity Slip import and looks like we’re doing everything correctly https://community.myob.com/t5/AccountRight-Getting-started/Activity-Slip-imports-in-AccountRight-dropping-off-payroll/td-p/617000
Within summary of errors, what is 262? I can confirm they are not employee numbers. We also can’t see the Activity ID ‘number’ eg for Project Management. But we tested this by changing the Activity ID from the name to 262, but this failed as well.

Any pointers would be most welcome.

Many thanks

MYOB query_activity for import.csv1 KB

11 Replies

Replies have been turned off for this discussion

MarnieMYOB
Contributing User
2 years ago
Hi there - it's been two weeks since I posted this query. If MYOB are able to get back to me, I'd appreciate it.

Thanks in advance
- SamaraM
  Former Staff
  2 years ago
  Hi MarnieMYOB
  
  Sorry to see that no one has replied to you yet. I've had a look at the file you attached, and you have put the Activity Type as "Project Management" which should be either " " or "X", and the Customer has "(data removed)", which sounds odd; I am assuming there isn't a customer named "(data removed)"?
  
  For a list of the field formats please refer to our Help Article: Import and export fields
  
  For help creating a template, I have also provided a Help Article on that: Using an import template.
  
  If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
  - MarnieMYOB
    Contributing User
    2 years ago
    Thanks Samara for your response.
    
    Just to clarify:
    - For Activity Type - are you suggesting the column relating to Activity Type is left blank or an X? I thought for the Activity Slip import to work, Activity Type is a mandatory field and a key to importing the data correctly. FYI - there are a number of different Activity Types set up for employees in my customer's MYOB. This then assigns the appropriate cost. Please advise
    - For Customer First Name - this information was deemed sensitive, therefore the info was deleted from the csv file and replaced with (data removed). Apologies for the confusion.
    
    If you could assist, I'd appreciate it.
    
    Thanks

Forum Discussion

Issue with importing Activity Slips in AccountRight

11 Replies

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