NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Import Comp Code Master Records

Owned by Tony Hayes
Last updated: Jan 03, 2019 by Diane Hogan (Deactivated)
2 min read

Often times during the initial setup of ClientSpace, you will need to import Comp Code master records, the individual Code, and title description pairs. This document describes how to automate that process using an import.

Step-by-step guide

Importing Comp Code Master


Configure two Text Data Types
Import Mapping Report
IMPORTANT NOTES: Your import will not run unless it conforms to the following standards:
  • Comma-delimited files must have all values surrounded by quotation marks.
  • Data cannot contain crlfs (char(10) and char(13)).
  • File names, column headers, and column order must match the values contained in this report exactly.
  • The first row of the file must contain the column headers described in this report.
  • The column headers must also be surrounded by quotation marks.
This import is used to load the comp codes that are missing from the Comp Code Master List.


Required
Column
Data Type
XXX
Code
Text

Title
Text
XXX
DefaultInfoImportID

XXX
ImportID

Example Import File

"ImportID","DefaultInfoImportID","Code","Title"
"2150","1046","8810","Clerical"
"2576","1046","8742","Outside Salesperson"
DefaultInfoImportID = Identifier in the Admin Workspace URL = 1046
Be sure to set the ImportID field on the Default Info dataform to 1046.


NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm