Managing Rules via CSV

How to create, edit, and delete rules via CSV

Updated over a week ago

In you can set up customized rules to handle the variety of ways staff need to be paid.

Rules can be created, edited, and deleted within under Compliance > Manage Rules. However, if you need to bulk manage rules, doing this via csv may be the easier and more efficient option.

Export to CSV

The exported csv will show you the template for building rules, as well as any existing rules. We'd recommend you duplicate this downloaded csv so you have a copy of prior rules - in case they're required in the future.

From here, open the exported csv and make adjustments as required, making sure you leave the Header Row intact. Once finalized, download the rules back to .csv to be imported back into the account.

Import from CSV

Before you import your new rules into the live account, we'd recommend you firstly test these rules using As staging is a copy of your actual account up until the last 24 hours, you can test here and gain a good idea as to how these new rules would affect your account. When you're happy with how the new rules are applying, then import into the live account.

To import, head to Compliance > Manage Rules. and click Import CSV. Select the updated csv and click 'Import Earnings Rules'. When you import, all existing rules will be replaced with what you upload, so it's important the updated csv contains all rules you want to use going forward - not just the ones you want to add/update.

Top Tips when editing in Excel/Google Sheets

  • Freeze the header row so you can change the order of rules (i.e Ascending A-Z) without affecting the import. The Header row needs to be the first row when you download to csv for import.

  • As is built to handle a variety of arrangements, there are a lot of Headers in the .csv file. Hide/filter fields to suit yours needs as you make changes.

  • Find and replace is a great way to update names/tags quickly.

  • Formulas are your friends for adjusting rates and multipliers.

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