Import Employee Type - Expense Types

This feature allows for the importing of Expense Types to the Employee Type groups.  

Note that you can also associate expense types to the Employee Type groups via the Admin >> Setup >> Employee Type screen.


This screen is available to users having any of the following roles: Administrator and P&R Administrator


This feature is available with any Unanet edition.

Performance Tip Note:  Depending on the number of users in your installation and other factors such as the overall performance of your platform, the activity of importing one or many files may take up to several minutes.  Should this be the case with your installation, you may want to consider running these processes at non-peak times to minimize database contention.


Topics covered on this help page include:

Import File Record Layout



Field Header Name





ALWAYS REQUIRED. This Employee Type identifies the entry to which the expense types will be managed.  This value must match an existing Employee Type value defined in your system.  If the value you are trying to import does not already exist in the database, the entire record will be rejected.




ALWAYS REQUIRED. This value identifies the expense type being associated with the Employee Type.  This value must match an existing active expense type value defined in your system.  If the value you are trying to import does not already exist in the database, the entire record will be rejected.




This field can be used to trigger the system to delete an Employee Type to Expense Type association.  In order for the delete to happen, you must include the following text string !DELETE! in this field.


Note: Check out the Unanet Data model for specific field data types, lengths, and other attributes.

Import File Format

The file to import must be saved in a comma delimited format.   The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.  


Importing a Sub-Set of Columns using a Field Header Record

If you are not using the default column layout sequence as defined above, you must include a header record (prefixed with an asterisk *), containing the column Header Names for those columns you are including in the import file (to indicated what data is contained in each column).  The specific Header Names for each column are listed in the table above.


#Delete example
*Employee_Type_Code,Expense_Type, Delete

#Append example
#this will append the Air expense type to the SubContractor employee type group

#Remove example
#this will remove the Air expense type from the SubContractor employee type group

Excel Template

You can create the comma delimited import file with any number of tools.  For those interested in using an Excel spreadsheet to create the file, you can download an Excel Template with predefined headers and required fields noted.  

See the Excel Tips regarding the use of double quotes and more.

Import Screen

The Import Employee Type Expense Type screen simply looks like:

Field Descriptions:



Type of Import

Select the appropriate import type from the list of available types of imports.

File to Import

Enter (or browse for) the file that you would like to import.

Output Options

Specify the level of detail included in the output.  


The import process is triggered by pressing the Import button.  All Warnings and Error messages are written to the screen and can then be saved if desired.  While some line items may be found invalid and rejected, the remaining line items will be successfully imported and saved in the database.  The rejected line items will be written out to a file on the Unanet server as well as displayed at the bottom of the user feedback screen.  The rejected record file name will be UnanetEmployeeTypeExpenseTypeImportErrorxxx, where xxx is a randomly generated number.  The file will be placed in the Unanet temporary directory (which is defined by the Temp Directory (Fully Qualified Directory Name) (unanet.temp_directory) Unanet property).

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