| Header | Description | Req. | Notes |
| Name | LoginID of your user(s) | Y | Is
case sensitive. Space is a valid character. This is the primary field for
user import, and it must be in all new user imports and user modification
imports. This field can also be named "User Login" (the header from User system reports), "User Name", "Login Name", or "Login". |
| RolesAdd | List
of Roles/Authority within Journyx
Note: you cannot use both RolesAdd and RolesReplace columns at the same time. |
Y* | Values
must match exactly the name of the Role/Authority within Journyx that
you want to assign. You can assign multiple values for a single user (row)
by separating with commas and then surrounding the field with double-quotes,
like this: "User, Reporter" . You may also use the special value "JX_NO_MODIFY", which will cause the user's roles to remain unchanged, or to be set to system defaults when a new user is created. *Note: this differs from the "RolesReplace" field in that the current roles for the user will not be removed before importing the new list. The import file must have either RolesAdd or RolesReplace but not both. |
| RolesReplace | List
of Roles/Authority within Journyx Note: you cannot use both RolesAdd and RolesReplace columns at the same time. |
Y* | Values
must match exactly the name of the Role/Authority within Journyx that
you want to assign. You can assign multiple values for a single user (row)
by separating with commas, and then surround the field with double-quotes,
like this: "User, Reporter" . You may also use the special value "JX_NO_MODIFY", which will cause the user's roles to remain unchanged, or to be set to system defaults when a new user is created. Note: the old field named "Authorization" is treated as though it were a "RolesReplace" field. *The import file must have either RolesAdd or RolesReplace but not both. |
| Number of Input Records | Number of blank rows on a time entry screen | Y | Numeric value between 1 and 20 inclusive. 3 or 5 are most common choices. |
| Full Name | Normal name of the user | Y | Journyx is expecting you to put the name in "Last, First" format. If there are double-quotes around the name they will be stripped off in the import. |
| Default Comment | Comment to appear by default on the time record for this user | N | If field is not included, or some users' fields are left blank, the default value will be applied. The default value for this field is set in Configuration->System Settings->Entry Sheets. |
| Time Entry GUI in Use | Name of time entry screen for the user | Y | Value
in this field must exactly match the name of a Time Entry Screen
that is in existence in the application. If the “Time Entry GUI in Use”
does not exist, the user will be assigned the default screen. You may also use the special value "JX_NO_MODIFY", which will cause the user's entry screen to remain unchanged, or to be set to system defaults when a new user is created. Blank or invalid values in this field will often result in an error message and the user's record not being imported. |
| Expense Entry GUI in Use | Name of expense entry screen for the user | Y | Value
in this field must exactly match the name of a Expense Entry Screen
that is in existence in the application. If the “Expense Entry GUI in Use”
does not exist, the user will be assigned the default screen. You may also use the special value "JX_NO_MODIFY", which will cause the user's entry screen to remain unchanged, or to be set to system defaults when a new user is created. Blank or invalid values in this field will often result in an error message and the user's record not being imported. |
| Mileage Entry GUI in Use | Name of the custom entry screen (formerly known as the mileage entry screen) for the user | Y | Value
in this field must exactly match the name of a Custom Entry Screen
that is in existence in the application. If the “Mileage Entry GUI in Use”
does not exist as a custom entry screen, the user will be assigned the default screen.
You may also use the special value "JX_NO_MODIFY", which will cause the user's entry screen to remain unchanged, or to be set to system defaults when a new user is created. Blank or invalid values in this field will often result in an error message and the user's record not being imported. |
| Period | Name of time, expense and/or mileage period for the user | N | Value in this field must exactly match the name of the period that is in existence in the application. Using the field label "Period" will set the time, expense and mileage periods to the single value selected. If you want to assign different periods to each type of entry (time, expense or mileage), replace the Period field with 3 fields named as follows: TimePeriod, ExpensePeriod, MileagePeriod. Then you can enter a different period value for each type of entry. You can also set all 3 entry types to one period using the Period field. Then you can add a specific field (e.g., TimePeriod) to change one of the entry types to a different period. |
| Policy | Name of the policy to assign to the user | N | Value in this field must exactly match the name of a policy that is in existence in the application. If this field is left blank, no policy will be assigned, or the existing policy assignment will not be changed. If you enter a value of -none-, it will clear the current policy assignment for the user. |
| Phone Number | Phone number for user | N | |
| Employee Type | Type of employee | N | Field is optional. Employee Type is Custom Field that is a dropdown selection. The value specified for each user must match the value of one of the choices in the dropdown selection exactly . You can modify that list of choices by logging in to your installation of Journyx as an Administrator and going to Configuration-->Custom Fields. If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| Email Address | Email address for user | N | Field is required for any person who should receive email notifications. If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| User Bill Rate | Base billable rate for a user | N | Numeric value without a currency character (like a $ or £). Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal. If you are using the Rate Manager Module, then this field must be populated. |
| User Bill Rate Type | Bill rate type for user from drop-down select list in Journyx | N | User Bill Rate Type is Custom Field that is a dropdown selection. The value specified for each record must match the value of one of the choices in the dropdown selection exactly . If you are using the Rate Manager Module then this field must be "Hourly". |
| User Pay Rate | Base pay rate for the user | N | Numeric value without a currency character (like a $ or £). Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal. If you are using the Rate Manager Module, then this field must be populated. |
| User Pay Rate Type | Pay rate type from drop-down select list in Journyx | N | User Pay Rate Type is Custom Field that is a dropdown seletion. The value specified for each record must match the value of one of the choices in the dropdown selection exactly . If you are using the Rate Manager Module then this field must be "Hourly". |
| Employee Number | Employee ID or unique number for user | N | If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| Title | Title or job description for user | N | If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| Department | Department to which the user belongs | N | If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| Manager Name | Manager for the user | N | If you include the field in your import file, you may leave the value blank for some or all users. All blank values will be set to no value (null). |
| GroupsAdd | What
Groups
should the user be added to?
Note: you can use either GroupsAdd or GroupsReplace, but not both in the same file. |
N | Name
of each
Group
that the user should be added to. Comma-delimit multiple
Group
names in the field, and then surround the field with double-quotes, like
this "G1, G2, G3". Note: the old field named "Groups" is also interpreted as though it were a "GroupsAdd" field. |
| GroupsReplace | What
Groups
should the user belong to?
Note: you can use either GroupsAdd or GroupsReplace, but not both in the same file. |
N | Name
of each
Group
that the user should belong to. Comma-delimit multiple
Group
names in the field, and then surround the field with double-quotes, like
this "G1, G2, G3". Note: this is different from the "GroupsAdd" field in that the user will be removed from current groups before the new list is imported. |
| Password | Enter a value to set the user's password. | N | The password must meet the security requirements for a password in your Journyx installation, like the minimum number of characters, mix of letters and numbers. If the password does not meet those requirements then it will not be changed. Password requirements can be configured under Configuration-->System Settings-->Security. |
| Any Custom Fields that you add to your users can be imported in this file. Just add a column for each field that you want to import. The Header must exactly match the name you gave the field. The field size was determined when you created the field. You can create new fields by going to Configuration-->Custom Fields. Values for Custom Fields will always be imported, even if blank, unless the value found in the field is the special string "JX_NO_MODIFY" (without the quotes). | |||
| There are several User Preference fields that are not accessible through the administrative interface of the application. Those fields appear only on each user's Preference page. Those fields may be imported with the user import file. The location of these fields in the file is not important. If you include any of these columns in your import file and you leave the field blank for a particular user, then the data that is already in that field will be left in place. | |||
| numstatusdays | # of days to trigger status window on by default | N | This is a numerical value. |
| inoutallocationnum | Number of new rows to display when using Manual In/Out Time Entry | N | This is a numerical value and accepts only 1 through 6 inclusive. 1 "row" is actually a pair of rows, the first row for the in time and the second row for the out time. |
| defaultpunchgui | Which Punch screen do you want to use? | N | Must be the name of a valid Punch Entry Screen that is in a Group with the user. |
| warnforsave | Warn when navigating away from an entry screen after changes have been made but not saved | N | Valid values are "yes", "Yes", "YES", "no", "No", and "NO". |
| expensesheetreport | Which expense report should the View Expense Report button run? | N | Must be the name of a valid Expense type report for this user. |
| mileagesheetreport | Which custom entry report (formerly mileage entry) should the View Custom Report button run? | N | Must be the name of a valid custom type report for this user. |
| timesheetreport | Which time report should the View Time Report button run? | N | Must be the name of a valid Time type report for this user. |
| defaultstartstopgui | Which Stopwatch Module do you want to use? | N | Must be the name of a valid Stopwatch Module that is in a group with the user. |
| If the approval plan is already defined in Journyx, you can assign it to the user by name. | |||
| TimeApprovalName | Name of the Sheet Approval Plan to assign to the user submitting timesheets | N | Must match exactly the name of a Sheet Approval Plan. Blank values make no assignment. |
| ExpenseApprovalName | Name of the Sheet Approval Plan to assign to the user submitting expense sheets | N | Must match exactly the name of a Sheet Approval Plan. Blank values make no assignment. |
| MileageApprovalName | Name of the Mileage Approval Plan to assign to the user submitting mileage sheets | N | Must match exactly the name of a Sheet Approval Plan. Blank values make no assignment. |