To update Person Rate Schedules, the ‘Person 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 Person Rates, the ‘Person 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 (Person Rate Schedules) to update the child section (Person Rates).
To carry out an Update to the existing Person Rate Schedules and Person Rates, More4apps recommend downloading them first on the sheet. Refer to the Download Person Rates section for more information on how to download.
The following columns are required on the sheet to update Person Rate Schedules:
· Rate Schedule Name
The following columns are required on the sheet to update Person 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
· Currency
· From Date
· Person Name
· Person Number
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:
Person ‘Adams, Carl’ has increased his rate to 300 from 1-Aug-2024 and all his rates must be updated across the schedules that he belongs to.
The example below shows how to use child-level filtering to only download rates belonging to ‘Adams, Carl’ and then end-dating the old rate and creating a new rate line for him.
