File setup screen for imports and exports

When importing and exporting shift Work period in WFM that has a definite length. events, shifts, work patterns, skills, and VCT arrival patterns, complete the relevant fields on the File Setup screen.

Depending on the import or export item, the fields on the File Setup screen can vary slightly.

File setup screen for imports

Field

Description

File to import

Path and name of the external file to be imported.

Delimiter

Specifies one of the following as the field delimiter (separator) used in the file:

  • Tab

  • Comma (for importing time banks and skills only)

  • Semicolon

Number of lines to ignore at start of file

Specifies the number of lines to ignore at the beginning of the file. This value is useful for data to include in the file, but not in the import.

For example, use this value for comments about the data in the file.

Import Behavior

Specifies whether you want to add new data, overwrite existing data, or both during the import:

  • Add/Update: Adds any new data to the system and updates or overwrites any existing data.

  • Update Only: Overwrites any existing data only to the system, but does not add new data.

  • Add Only: Adds new data only to the system, but does not overwrite any existing data.

Check the fields to import and enter the column number from your file

Allows you to select the fields to be imported, and to specify the number of the column that contains that data of the field.

Some fields are mandatory for the import, and those fields are automatically selected and cannot be unselected.

For shift events, you must import the Shift Event, Activity, and Length fields. However, you can determine whether to import the Start Time Type, Paid and Flexible fields.

Specify the number of the column from the file for every field. For example, if Length is the third column, enter 3 for the Length field.

File setup screen for exports

Field

Description

Delimiter

Specifies one of the following as the field delimiter (separator) used in the file:

  • Tab

  • Comma (for exporting time banks only)

  • Semicolon

Export shift events

Import shift events

Export shifts

Import shifts

Export work patterns

Import work patterns

Export time banks

Import time banks

Export skills

Import skills

Import a VCT arrival pattern