Articles on: Integrations

Importing into Moneysoft

TimeKeeper supports generating a CSV export that can be imported in Moneysoft Payroll Manager. It's a simple three step process.

Step 1 - Set up Employee Mapping Between the Two Systems

To configure the employee mapping between TimeKeeper and Moneysoft, you will need to enter into TimeKeeper the Works Number of each Moneysoft employee.

So for example, John Quinn here has an Employee Reference of 1234.

Moneysoft Works Number for John

We take each Employee Reference and enter that in the 'Internal Employee ID' section of their employee profile.

Internal Employee ID

Step 2 - Run the Moneysoft Report
Typically we recommend users to run the TimeKeeper Staff Timesheet Excel report to check over everything (as it's more user friendly). Then once happy with that, run the
export from the Staff Timesheet Report screen.

Moneysoft Report

This will generate a CSV file that you can import into Moneysoft.

Step 3 - Import into Moneysoft

Once the CSV has been exported, open it and up and take a look inside that you are happy with the data.

CSV Example

To import into Moneysoft, simply:

Click "Pay" -> "Pay Details"
Click the import CSV button (see below)

Green Table

Click "Browse" to go to the file in question
Select the downloaded CSV generated by TimeKeeper
The next screen will allow you to map what fields in the export map to what fields in Moneysoft
Firstly, exclude the header row from mapping, that is only there for a guide for you

Exclude Header Row

You will want to map the following:

Works Number -> Map to Employee Works Number (this is what maps the TimeKeeper employee to the right employee in Moneysoft)

Map Works Number

I have mapped "Std Hrs" in the TimeKeeper report to "Rate 1". This includes hours worked + hours paid on leave. If I wanted to import only hours worked excluding leave, I would use "Std Hrs Minus Leave Hrs". Similarly, I've mapped "OT Hrs" to "Rate 2".

Fully Mapped Example

Press Import and the data should be imported hours for each employee.

Imported employees

That's the import complete, sending data from TimeKeeper to Moneysoft via CSV.

Final Note

The great thing about this, is after you have done your first import, Moneysoft will remember the settings for the next time you have to do the import. So you can just click "Import" and select the file and you're done

Updated on: 24/04/2024

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