How to Import site Labour Rates

Overview

In Simpro Premium, you can either manually add labour rates to individual sites, or save time and reduce data entry errors by importing a site labour rates list to update and associate labour rates to multiple sites at once.

Learn more in Manage Rates.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Import sites

To prepare to import site labour rates into Simpro Premium:

  1. Download and add data to Simpro Premium's Site Labour Rates Import Template.
  2. Ensure the corresponding sites exist in Simpro Premium. You can manually create or import sites.
  3. Save your file in your system as a compatible file type: CSV, TXT, or ZIP. Consult your spreadsheet software for file saving instructions if required.
  4. Separate your data using clear headings.
    • To import successfully, specify the headings for Site ID or Site Name for sites.
    • Other headings may include Cost Price, Sell Price and Default.
  5. Ensure information is accurate, up-to-date and spelled correctly.
  6. Remove any special characters (such as ? # $ % @ !) as these may not import correctly.
  7. Save your file again.

Sites where you wish to import the labour rates must exist in Simpro Premium before importing.

A screenshot of the Import Customer Notes page.

To import a site labour rates list:

  1. Go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > Import > Sites > Site Labour Rates.
  2. Under Import Options - First Record is, select:
    • Header Record if the first row of your site labour rates list contains column titles.
    • Data Record if the first row contains specific data.
  3. Click Choose File / Browse to locate and open your site labour rates import file.
  4. When the name of the file displays, click Next.
  5. Match Site Labour Rates Import Columns as applicable using the drop-down lists.
  6. If you do not want to include a column in the import, select Ignore.
  7. Click Import Labour Rates.

You may wish to test the import process with one or two site labour rates items before importing an entire list.

After uploading an import file, the Site Labour Rates Import Complete page displays a breakdown of your import.

After a successful import, it is recommended you manually check the site card files to ensure site labour rates data has imported correctly. To do this, go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Sites, click a site, then check the Rates tab for errors.

Learn more in Manage Rates.

If your site labour rates import file does not contain columns for Site Name or Site ID you must manually assign the appropriate column to the appropriate field when importing or the import fails and you receive an error message.

To amend the error, enter details in the required fields in your import list, assign appropriate columns and restart the import process.

If your file contains errors, an error message displays on the Site Labour Rates Import Complete page, and the table displays the number of errors found.

Click click here to download a CSV file of import errors. The Error Text column explains why entries failed. Amend your site labour rates import list accordingly and restart the import process.