Auto list import
TimeCache can be set to automatically import client,
project/matter, billing category and note glossary listings from
text files, a useful feature for workgroups that need to access a
common set of listings. It can also import client, project and
billing category lists exported from Intuit QuickBooks.
TimeCache can import these lists with a File menu command, or
automatically whenever a TimeCache data file is opened. The
settings in this panel determine which lists are automatically
imported, and when they are imported.
If you choose the option to import QuickBooks lists (see below),
you'll want to be sure to read a separate document available in the
TimeCache section of our Web site's Download page.
The following information on naming and file formats applies to
importing lists from text files.
Be sure to read the information on list import file formats before
depending on this feature. See Importing
lists and Import file formats in the
List Manager section of TimeCache Help
for more information.
File names
When importing text files, another important factor to keep in mind
is using file names that TimeCache will find automatically. For
automatic import to work correctly, file names must each be at
least two words with a space separating the words, and must have
the following first words in their file
names:
List type |
File first name |
Client |
Client |
Project |
Project |
Billing Category |
Category |
Note glossary |
Glossary |
Markup |
Markups |
In other words, you could name your files Project list, Client
list, Category list,
Glossary list, Markups list and TimeCache would find them
automatically.
Settings
Clients: Tells TimeCache to
automatically import client listings from properly formatted
tab-delimited text files.
Projects: Tells TimeCache to
automatically import project listings from properly formatted
tab-delimited text files.
Billing categories: Tells TimeCache to
automatically import billing category listings from properly
formatted tab-delimited text files.
Markups: Tells TimeCache to
automatically import Markup listings from properly formatted
tab-delimited text files.
Note glossary: Tells TimeCache to
automatically import Note glossary listings from properly formatted
tab-delimited text files.
Import automatically: Choose one of the
options for automatic importing —
Never — turns off automatic list
importing.
When TimeCache file is opened — imports
lists whenever a TimeCache data file is opened (including when it
opens a default data file on
launch)
Every 30 minutes/hour/four hours/day —
tells TimeCache to load lists at the interval of your choice. If
the database is busy at that interval it will try again a few
minutes later.
Synchronize projects: When checked,
archives any projects in the data file that are not included in the
list you're importing. For more information, see Importing lists in
the List Manager section of TimeCache
Help.
Update matching listings: Tells
TimeCache to update identically named listings in a TimeCache data
file with information in the imported file.
Look for lists in —
Choose Folder: Lets you search for a
folder on your hard drive or on a network volume that's mounted on
your desktop. You can also drag the folder from the Finder to the
blank white area to set a folder to use. If you choose a folder and
TimeCache cannot find the files to import, you will be prompted to
locate them when the auto import occurs.
None: Clears any folders you have
previously chosen.
Text file/QuickBooks list file:
Highlight the option for your list source. Text file tells TimeCache to look for properly
formatted and named text files as described above. QuickBooks list file tells TimeCache to look for an
IIF file as described in the QuickBooks importing document on our
Web site.
Prevent creating imported types: This
checkbox is normally invisible, but if you need to force the List
Manager to enable its buttons you can show it by holding down the
Option key before clicking the listing for this TimeCache
Preferences panel. Unchecking the checkbox enables the List Manager
buttons and also allows you to create listings from the Daily
Log.
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