Importing ClientSpace Report Packages In Informer

For our PrismHR clients who would like to import data into ClientSpace, NetWise has worked with PrismHR to create a standard set of reports for the basic sets of data, these include:

Company
Contact
Locations
Employee
Employment
Employee Payroll Vouchers

We also have several specialized reports should clients want to create Custom ClientSpace dataforms for:

Payroll Groups
Payroll Schedules

If provided an account with sufficient rights, NetWise can import these report packages for you. Should you wish to import the packages yourself however, the following guide is designed to provide step by step instructions about the package import process.

Step-by-step guide

Package Instructions

Packages

Packages offer a method of easily transporting data (reports, mappings, security settings, etc.) from one Informer instance to another.

1. Name: Name give to the package to easily identify contents.
2. Last Modified: Last time package contents were changed.
3. Force Overwrite: Shows whether a user must accept changes in the package.
4. The download link puts the package on a drive where it can be imported from.
5. Alternatively you can create a link that you can mail or use that will download the package.

Import a package

Once a package is exported to your hard drive, you can then import it into another instance of Informer.
Open that Instance.
Navigate to Admin | Packages
And Click on the Import Package button.