Add custom field values

This file is used when a customfield is created by the administrator in the company settings within Xpenditure. The customfield within Xpenditure serves as an extra data field and can be updated via this file. The name of the customfield is configured first within Xpenditure before this file can be used. Make sure the custom field name is identical to the one used within this upload file.

Use the following structure to upload customfield data:

Download example

companynameprefix_customfield_uniquedateornumber.csv
customfieldname;value;id;active,
Client_visit;yes;Y01;1
Header Example Type Required Description
customfielddname Client_visit string * Name of the customfield. This is the name of the dropdown that users will see on the mobile and web platform.
value yes string * Value of the customfield
id Y01 string * Unique ID linked to the value of the customfield. Is needed to update the value of a customfield
active 1 integer * Status of the customfield value. The active status of the value of the customfield

Link customfieldvalues to users

Link customfieldvalues to users. Xpenditure offers the possibility to link certain customfieldvalues to specific users. This way you can make sure that each user sees his or her specific list of tasks or clients without him or her seeing other colleague’s values. This file is characterized by the tag.

Download example

companynameprefix_customfield_uniquedateornumber.xml
<?xml version="1.0" encoding="UTF-8"?>
<ArrayOfCustomFields xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <CustomField>
    <Name>Client</Name>
    <PredefinedValues>
      <PredefinedValue>
        <Value>Client A</Value>
        <Code>1234567890</Code>
        <IsActive>1</IsActive>
        <Users>
          <User>
            <Username>employee@company.com</Username>
            <StartDate>2017-01-06</StartDate>
            <EndDate>2017-01-10</EndDate>
          </User>
        </Users>
      </PredefinedValue>
      <PredefinedValue>
        <Value>Client B</Value>
        <Code>987654321</Code>
        <IsActive>1</IsActive>
        <Users>
          <User>
            <Username>employee2@company.com</Username>
            <StartDate>2017-01-06</StartDate>
            <EndDate>2017-01-10</EndDate>
          </User>
        </Users>
      </PredefinedValue>
    </PredefinedValues>
  </CustomField>
</ArrayOfCustomFields>

Link customfieldvalues to projects

Link customfieldvalues to projects. Xpenditure offers the possibility to link certain customfield values to specific projects. So when your employees select a certain project they can only see a limited list of WBS’s or Tasks. This file is characterized by the tag.

Download example

companynameprefix_customfields_uniquedateornumber.xml
<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomfields xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Customfield>
    <Name>WBS</Name>
    <Value>Mailing</Value>
    <Code>01</Code>
    <Active>1</Active>  
    <ProjectId>Proj1</ProjectId>
  </Customfield>
  <Customfield>
    <Name>WBS</Name>
    <Value>Coldcalling</Value>
    <Code>02</Code>
    <Active>1</Active>  
    <ProjectId>Proj2</ProjectId>
  </Customfield>
</ArrayOfCustomfields>