Use Date Loader

Upload a correctly formatted file to the application. This file contains all required inputs for the calendar. For more information about the inputs, see Date Loader Input File Requirements.
Note: You must remove the header row from the file before upload and processing, or the process errors out.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Billing > Billing/Invoicing on the left navigation menu.
  4. Select Time Entry > Work Schedule tabs to open the Period List page.
  5. Click Calendar.
  6. From the Type drop down, select the type of calendar.
  7. Click .
    Note: The process is the same for uploading data for a new calendar and uploading data to an existing calendar. If you are updating a calendar, click , and complete the following steps.
  8. Click .
  9. In the Calendar Dates: Load Dates section, click Choose File.
    You can access a calendar template file by clicking the blue file text.

  10. In the Update Input drop down, select whether to update an existing calendar, or to configure a new calendar.
  11. Click .
  12. Verify the dates in the table, and then click .