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Time file setup prior to import

When importing the following components it can be required or advantageous to have certain data already set up in Time.

Import component	Time setup prior to import
Staff list	Tip If you assign distinct work codes to each staff member, it can be advantageous to import or set up work codes in the Time file prior to importing a staff list.
Client list	Requirement If applying alternate code categories to clients, ensure to first set up these codes under Company Profile \| Client/Group tab. Tip If there is an assigned Partner or Manager for each client, it can be advantageous to import or set up staff members in the Time file prior to importing a client list.
Groups list	Requirement If applying alternate code categories to groups, ensure to first set up these codes under Company Profile \| Client/Group tab
Contacts New!Contact Companies	Requirement If applying alternate code categories to contacts, ensure to first set up these codes under Company Profile \| Contacts tab. Use the appropriate table as per the contact type: For contact people use the Contact Alternate Categories table. For contact companies use the Contact Company Alternate Categories table.
Receivables Opening Balances	Requirement If importing accounts receivable opening balances, ensure the proper year is first set as the current year under Company Profile \| Dates. Only transactions that occur on or prior to the first day of the current year are imported with their original dates. Note: You can include credit notes and accounts receivables adjustment entries in the import.
WIP Opening Balances or WIP details	Requirement For WIP opening balances, ensure the proper year is set as the current year under Company Profile \| Dates. Only transactions that occur on or prior to the first day of the current year are imported with their original dates. Note: Transactions for inactive clients where the transaction date falls after the inactive date are not imported.