Guide for preparing a .csv file for users
You can use this table as a guide for preparing a .csv file of your users. You do not need data for all the column headings. To save processing time, you can remove empty columns.
Note: This is a fixed list of the recognized fields imported by CCH iFirm . If you have any column headings in your .csv file that are not listed below, they will not be imported.
|
Column Description |
Data Format |
Character Length Limit |
Information |
| UserName | No spaces | 100 | Required |
| FirstName | Example: John | 50 | Required |
| LastName | Example: Smith | 50 | Required |
| MobilePhone | Example: 224-4567 | 14 | Optional Please note that the area code should not be included; the Admin user should manually select the mobile phone area code |
|
Manager |
Example: YES/NO, Yes/No, yes/no, Y/N, or y/n | Optional | |
| Partner | Example: YES/NO, Yes/No, yes/no, Y/N, or y/n | Optional | |
| EmailAddress | Example: example@wolterskluwer.com | Required | |
| HomePhone | Example: 416-224-4567 | Optional | |
| JobTitle | 50 | Optional | |
| LinkedInProfile | Example: https://www.linkedin.com/company/wolters-kluwer/ | 100 | Optional |
| AboutMe | 1000 | Optional | |
| Birthday | Use the Mmm dd yyyy date format. | Optional | |
| SkypeID | 25 | Optional | |
| StartDate | Use the Mmm dd yyyy date format. | Optional | |
| TwitterID | 50 | Optional | |
| WorkPhone | Example: 416-224-4567 | Optional | |
| StandardHoursStartDate | Use the Mmm dd yyyy date format. | Required if entering hours in the MondayHours, TuesdayHours, WednesdayHours, ThursdayHours, FridayHours, SaturdayHours or SundayHours columns | |
| MondayHours | Example: 7.50 | Optional | |
| TuesdayHours | Example: 9 | Optional | |
| WednesdayHours | Example: 8.00 | Optional | |
| ThursdayHours | Example: 12.50 | Optional | |
| FridayHours | Example: 9 | Optional | |
| SaturdayHours | Example: 8.00 | Optional | |
| SundayHours | Example: 0.50 | Optional | |
| HourlyChargeoutRate | Not supported | Not supported | Not supported |
| TimesheetEntryMode | b = units
d = decimal
e = actual time
Example: b, d or e |
Optional | |
| Group1 | 25 | Optional | |
| Group2 | 25 | Optional | |
| Percentage | Example: 100, 50, 75 | Optional
BudgetedBillableStartDate required if populated |
|
| Profile | 1 = Profile with id = 1 For multiple profiles separate with the |. Example: 1 or 2|3 | Optional | |
| BudgetedBillableStartDate | Use the Mmm dd yyyy date format. | Required if entering a percentage |