The main matching points for importing data are:
- Job Short Name
The code in the short name column of the spreadsheet needs to match the job shortname.
- Category 1
Typically these are the main ARITA reporting categories Administration, Assets, Creditors, Employees, Dividends, Investigation, Trade on.
- Category 2
The second level category doesn't have to match, but commonly the categorisation can be correctly matched and this means the quality of the import is better.
- User Initials
The user initials should match to users in the Insol 6 database. If the users do not match then the time entries will be assigned to the "data migration" user.
- Employee Positions
The employee positions need to be matched to the Insol 6 "user types".
It is common in legacy data that categories in the data do not co-ordinate. That is to say Category 1 does not match Category 2 (as far as the ARITA standard is concerned).
e.g. In the data we see for example Category 1 - Category 2:
- Creditors – Leasing
- Dividend – Dealing with Proofs of Debt
- Investigation - Books and records / storage
The standard categories are:
- Assets – Leasing
- Creditors – Dealing with Proofs of Debt
- Administration - Books and records / storage
Rather that re-code the imported date to the correct category 1. We import as:
- Creditors – (unmatched)
- Dividend – (unmatched)
- Investigation - (unmatched)
We do this because it keeps the same category 1 (which matches how we expect summaries have been reported to creditors).