How do I perform a bulk upload via the new Payment Requests functionality?

Follow

**THIS ONLY APPLIES TO COMPANIES WITH THE NEW WorkMarket PAYMENT REQUESTS FUNCTIONALITY ENABLED**

HOW TO BULK UPLOAD PAYMENT REQUESTS

In order to use Pay Request Bulk Upload, please be sure to download our sample CSV (at bottom of article) and use that as a starting point. Please note that in this version of bulk upload, there is no column mapping, so please be sure not to change the names of the columns in the sample CSV. Be sure to include all columns in the CSV, even if the field is not used. Payment terms is not included in the CSV, and instead will use your company's default payment terms option.

 

The following are the columns that make up the CSV, those with an asterisk (*) are required:

Field/Column Name

Belongs to...

Description

Status*

REQUEST

Either "draft" or "submitted"

Payee id*

REQUEST

Numeric; worker's profile number; can be found in the URL for the worker's profile https://www.workmarket.com/profile/{{payee-id}}

Memo

REQUEST

Alphanumeric; description of the overall payment

Reference #

REQUEST

Alphanumeric; potentially for PO# or some other identifier

Item name*

REQUEST ITEM

Alphanumeric; name of the individual order item

Item type*

REQUEST ITEM

Either "work" or "expense"

Item value*

REQUEST ITEM

Numeric; value of the item

Item description*

REQUEST ITEM

Alphanumeric; description of the individual order item

Item date*

REQUEST ITEM

YYYY-MM-DD format only

Associated assignment #

REQUEST ITEM

Numeric

 

Each request must be made up of one line of REQUEST fields, and 1 to many REQUEST ITEM fields.

 

The overall structure would look something like this:

 

REQUEST COLUMNS                REQUEST ITEM COLUMNS

REQUEST REQUEST ITEM
  REQUEST ITEM
  REQUEST ITEM
REQUEST REQUEST ITEM
REQUEST REQUEST ITEM
  REQUEST ITEM

 

0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.