The hours tracked by users in PSA can be transferred to Procountor for payroll using a CSV file. From PSA, you can transfer
- regular working hours
- vacation hours (annual leave/winter holiday etc.)
- sick leave hours and childcare leave hours.
Permissions: Admin (integration settings), Reports > Hour reports (creating the export file)
PSA plans: Growth, Business, Enterprise, Enterprise+
Enabling the feature
First, the integration to Procountor must be activated in PSA. See instructions here.
Then open Procountor and PSA for the following steps.
In Procountor
Go to Registers > Personnel register > (select user) > Person’s basic information.
On the user card, in the top right corner, there is Billing information > Person No. Add a unique number for the person.
Add a unique number for each user whose hours you want to transfer.
In PSA
In PSA, you must set information in two places before use.
1. Set person numbers on user cards (see also the previous section of the instructions).
In PSA, go to Settings > User management > Users.
Open the user card and set Procountor’s “person number” in PSA under Finago Procountor user number.
Save and do the same for all users whose hours you want to transfer.
2. Set absence projects in the integration settings
In PSA, go to Settings > Integrations > Finago Procountor.
At the bottom of the Procountor settings, there are three project selections. In these drop-down lists, select the projects corresponding to the headings. If the project does not exist, create it in PSA and instruct staff to enter hours to those projects.
Creating the export file
Once the hours for a specific period have been entered by users in PSA, the correct view for creating the transfer file can be found in PSA under Reports > Hours > Export hours.
Select the desired time range and click the WORK HOURS icon.
PSA downloads a CSV file to your computer, which you can import into Procountor.
The columns of the CSV file are described below:
Importing the file into Procountor
In Procountor, the file is imported via Salaries > New payroll list > Complete the payroll list details > Select file.
More detailed instructions are available from your payroll accountant and on Procountor’s pages: Payroll data import into Procountor – Procountor