Configure Spectrum Imports

Follow these steps to define exactly how data flows from Spectrum into Traqspera.

1. Navigate to Settings > Settings & Permissions > Import Configuration.
2. In the General section, review the settings to control the structure and behavior of the import file.
   Each setting depends on your desired configuration.
3. If you import one company code into multiple Traqspera systems, use the Job Allow/Deny List section to filter the jobs imported into each individual Traqspera system.
   Note: Closed or inactive jobs are not synced in your initial Spectrum import and should not be excluded.
   1. Select either Add Job Allow List or Add Job Deny List.
   2. Use either the Cost Center, Division Code, or Job Number field to define which jobs to allow or deny.
   3. Select Save.
4. If you import one company code into multiple Traqspera systems, use the Phase Deny List section to filter the phases imported into each individual Traqspera system.
   1. Select Add Phase Deny List.
   2. Use either the Phase or Cost Center field to define which phases to allow or deny.
   3. Select Save.
5. In the Employee Import Configuration section, define the Spectrum employee status codes to be imported. Repeat the following steps for each employee status code in your Spectrum company.
   Note: Include status codes for inactive and terminated employees. Terminated or inactive employees are not synced in your initial Spectrum import, and therefore should not be excluded.
   1. Select Add Employee - Status Mapping.
   2. In the Employee Status Name dropdown, select the appropriate status name to map to the status code.
   3. In the Allow Employees On Timesheets dropdown, select Yes or No.
   4. Select Save.
6. If you import one company code into multiple Traqspera systems, use the Employee Allow List or Employee Deny List sections to filter the employees imported into each individual Traqspera system.
   1. Select either Add Employee Allow List or Add Employee Allow List.
   2. Use either the Department, Cost Center, or Occupation field to define which employees to allow or deny.
   3. Select Save.
7. In the Equipment Import Configuration section, define the Spectrum equipment status codes to be imported. Repeat the following steps for each equipment status code in your Spectrum company.
   Note: Include status codes for inactive and retired equipment. Terminated or inactive equipment is not synced in your initial Spectrum import, and therefore should not be excluded.
   1. Select Add Equipment - Status Mapping.
   2. In the Equipment Status Name dropdown, select the appropriate status name to map to the status code.
   3. In the Allow Equipment On Timesheets dropdown, select Yes or No.
   4. Select Save.
8. If you import one company code into multiple Traqspera systems, use the Equipment Allow List or Equipment Deny List sections to filter the employees imported into each individual Traqspera system.
   1. Select either Add Equipment Allow List or Add Equipment Allow List.
   2. Use either the Division Code, Cost Center, or Owned Flag field to define which equipment to allow or deny.
   3. Select Save.
9. In the Service Work Order - Closure Mapping section, define any work order statuses that you do not want to be shown within timesheets for field staff to be able to enter time toward. For each work order status, select Add Service Work Order - Closure Mapping, enter the Spectrum Code in the appropriate field, then select Save.
   Note: Common statuses include F - Finished and C - Complete.
10. Select Save.
11. Configure your company's cost types and phase types.
    1. Navigate to Settings > Settings & Permissions > Cost Type/Phase Type Setup.
    2. Select Sync Cost Types.
    3. For each cost type, select the X next to each transaction type that it applies to. Cost types must be assigned at least one transaction type or they won't be synced.
       The applicable transaction types include:

       • Traqspera Timesheet Entry
       • Traqspera Asset Billing
       • Traqspera Expenses