NextCrew’s data exchange capabilities make it easy for users to connect with external data sources and manage information efficiently. Whether you prefer working with Excel files or need to transfer data between systems, NextCrew offers flexible import and export options to streamline your workflow.
Overview
Users can import data files—such as timesheets or job records—directly into NextCrew, provided the data matches our required format
.
Export data from NextCrew for use in other systems, such as payroll or accounting platforms, or to manipulate and update data externally before re-importing
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This approach supports both one-time data migrations and ongoing data management needs.
Key Functionalities
Import Timesheets:
Upload timesheet data from Excel or CSV files, making it easy to update large volumes of records at once
.
Import Jobs:
Bring in job orders from external sources using provided templates, allowing for quick setup and updates
.
Export Data:
Export timesheets, jobs, and other records for payroll processing, accounting, or further analysis in external systems
.
Use Cases
Export File for Payroll:
Export approved timesheet data to a format compatible with your payroll provider, ensuring accurate and efficient payroll processing
.
Export File for Accounting System:
Export job or invoice data for import into your accounting software, such as QuickBooks or Xero, to keep your financial records up to date
.
How to Import Data
Navigate to the SETTINGS menu and select the Data Import tab.
Choose the data category (e.g., Timesheets, Jobs) you wish to import
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Upload your file using the provided template format.
Review for errors and complete the import process.
How to Export Data
Use the export function within the relevant module (e.g., Timesheets, Jobs) to generate a file for use in payroll, accounting, or other systems
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NextCrew’s powerful data exchange tools give you the flexibility to manage your workforce data your way—whether you’re importing, exporting, or updating records. This ensures your information is always current and compatible with the systems you rely on.