Importing Time from Sympaq

This help page will address a number of topics having to do with importing time data from Sympaq into Unanet.  

Topics covered on this help page include:


Assumptions

You are importing data from Sympaq v3.0 or higher.


Load the default Unanet Module Settings

Log into Sympaq and click on:  File > Module Settings > Unanet

Load the default Unanet module settings (all of the following fields are required):

- If the Unanet Project will have Tasks, select ’Project only (use Unanet Tasks)’.  

- If the Unanet Project will not have Tasks (this would be in the event the Unanet Project Code is a concatenation of the Sympaq Project and Task (example: 3450-001)), then select ’Project Task (do not use Unanet Tasks)’.

- If the Unanet Task Name will be populated with the Sympaq Task ID (example: 001) then select ’Task ID’.

- If the Unanet Task Name will be populated with the Sympaq Task Name (example:  Requirements Gathering) then select ’Task Name (use UDF1 for Task ID)’.  

Note:  The Sympaq Task ID is stored in the Unanet Task User Defined Field #1

- If the Unanet Task Name will be populated with the Sympaq Task ID and Task Name (example:  001-Requirements Gathering) then select ’Task ID-Name (use UDF1 for Task ID)’.  

Note:  The Sympaq Task ID is stored in the Unanet Task User Defined Field #1


Load the Unanet Organizations (both Person and Project)

Click on:  External > Unanet Interface > Setup > Unanet Organization > Browse >   (to add a new Organization)

Load all of the Unanet Person and Project Organizations by completing the following required fields:


Load the Unanet Employee and Vendors

Click on:  External > Unanet Interface > Setup > Unanet Employee/Vendor Mappings >   (to add a new Employee or Vendor)

Load all of the Unanet Employees (Users) and Vendors by completing the following required fields:


Load the Unanet Projects

Click on:  External > Unanet Interface > Setup > Unanet Project Type Mappings >   (to add a new Employee or Vendor)

Load all of the Unanet Projects by completing the following required fields:


Load the Unanet System Settings

Click on:  File > System Settings (Admin) > Logging / 3rd Party Notification (Tab)

Load all of the Unanet System Settings by completing the following required fields:


Mapping the Unanet User Settings

Click on:  File > User Settings > Unanet (Tab)

Load all of the Unanet User Settings by completing the following required fields:


Mapping the Sympaq ETC Field Mapping

Click on:  External > Electronic Time Cards > Setup > ETC Field Mapping

The Sympaq ETC Field Mapping should match the Unanet to Sympaq - Time Export Fields

Example:  Sympaq ETC Field Mapping #3 – ’Task ID’ matches the Unanet to Sympaq - Time Export Field #3 – Task ID

 

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