To update Job Rate Schedules, the ‘Job Rate Schedules Upload Action’ column value must be Update or Update records. Refer to the Uploading section for more information on how to upload the Update action.
To update Job Rates, the ‘Job Rates Upload Action’ column value must be Update or Update records. Refer to the Uploading section for more information on how to upload the Update action.
For this Integrator, you do not need an upload action at the parent section (Job Rate Schedules) to update the child section (Job Rates).
To carry out an Update to the existing Job Rate Schedules and Job Rates, More4apps recommend downloading them first on the sheet. Refer to the Download Job Rates section for more information on how to download.
The following columns are required on the sheet to update Job Rate Schedules:
· Rate Schedule Name
The following columns are required on the sheet to update Job Rates:
· Rate Id
These columns cannot be updated and any attempt to update them will either end in an API error or be ignored:
· Project Rates Set
· Job Set Code
· Currency
· From Date
· Job Name
· Job Code
To update the Rate Schedule Name which is a key field in the Integrator, you must use the corresponding column name prefixed with ‘New’. To update the ‘Rate Schedule Name' field, the column header 'New Rate Schedule Name' must be utilized.
Here’s an example use case for updating:
Job Name ‘Accountant’ has increased its rate to 250 from 1-Aug-2024 and all the rates for this job must be updated across the schedules that it belongs to.
The example below shows how to use child-level filtering to only download rates belonging to ‘Accountant’ and then end-dating the old rate and creating a new rate line for it.
