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Dependencies

1) Create accounts manually ('My company' type)

2) Create roles

3) Create capacity calendars

4) Create teams

CSV Template

Explanation of columns

 Name of column Unique
Default value Max. characters Explanation Dependencies
Person Id
X
    Unique ID. Not needed in template. Generated automatically.  
LastName
    80
Last name of the contact
Example: 'Halonen'
 
FirstName
    80
First name of the contact
Example: 'Marja
 
Passive
  Active   Default options:
Active
Inactive
 
Title
    80
Example: 'Engineer'
 
Department
    80 Example: 'Sales'
 
Phone1
 
80 Example: '123456'

PlanMillUserName
    40
Example: 'test.user'
 
PlanMillPassword
    40
Rules: minimum 8 digits long including: capital letter, small letter, symbol and number
Example: 'Testing-12345'
 
Email
 
80 Example: 'test@account.com'
 
LanguageCode
  en
10
Default options:
en
en-BR
en-CA
en-SG
de
de-DE
fi
pt
pt-BR
sv
sv-FI
 
HireDate
      Format: dd.MM.yyyy
Example: '20.12.2020'
 
MotherTongue
  Finnish
  Default options:
Finnish
Swedish
English
German
 
Nationality
  Finland
     
DepartDate
      Format: dd.MM.yyyy
Example: '20.12.2020'
 
RoleId
  Team
  Default options:
Administrator
Power
Pro
Sales
Team
Create [roles ]
LocationId
  Unknown address
  Address.
Example: 'Hämeentie 19 00500 Helsinki'
 
Type
      Default options:
Permanent - full-time
Permanent - part-time
Hired - full-time
Hired - part-time
Hired - temporarily
Trainee
Subcontractor
Partner
Customer
Board
Army leave
Study leave
Maternity/Paternity leave
 
CalendarId
  FI 2009 - 2014
80
Name of the associated account
Example: 'FI 2009 - 2014'
Create capacity calendars
TeamId
    80
Primary team
Example: 'My primary team'
Create teams
AccountId
  'My company'
150
Own company name
Example: 'My company oy'
Create accounts manually ('My company' type)
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