Here's how to bulk-upload timekeeper profiles in Counsel Exchange. 

1. After switching to Master Settings, go to the Timekeepers screen. 

   

    

2. Check the boxes of selected timekeepers (or click the top check box to select all), and click Download to download their information as an Excel file. 

   You will receive a downloaded Excel document with all your current timekeepers for that client. You can remove any rows of timekeepers that do not require updates.

   

Alternatively, a blank template is linked below (red fields are required).

1. Update any needed information EXCEPT the client timekeeper ID and the timekeeper ID. 

   All required fields must be completed for re-upload, even if they are currently blank. 

2. Save your changes. Your file must be an .xlsx file.
3. Choose Import Timekeeper within the Client Timekeepers list.

   

    

4. On the Upload Timekeepers page, click Select File to find the updated Excel file, or drag-and-drop the file into the screen.

   

   1. Once uploaded, any errors will appear under "Attached Files."

      Toggle "Show Details" to show the processing errors. If you get an error, revise the Excel file and resubmit. 

      

   2. Click "Next" when you're ready to upload the Timekeepers. 

      You can also click "Cancel" to back out. 

      

5. Review your upload and click "Submit" to bulk import the timekeeper.

   You can also click Cancel to back out. 

   

   1. Updated timekeepers will appear in the main Timekeepers section.

      These timekeepers are not yet approved for billing any client, this process only created their profile.