Templates for Timekeeper Upload

Click on a template option below to see instructions:

• Excel (recommended)
• CSV

Excel Template

The Excel template is recommended if uploading data for more than a few timekeepers at one time. To manually enter the information into the CounselGO web form, click here. 

1. Download the Excel template from CounselGO.

2. Fill in one row per timekeeper in the template and save it to your computer:

Each column in the template includes help text to ensure proper formatting and minimize upload errors. Please make sure to review the help text for requirements. 

 

You will receive the following error message in Excel if the value entered does not match the required template format:

Click Cancel and fix the error to continue. For reference, below are the minimum required fields to submit timekeeper rates. For additional details on formatting and data requirements, click here.

 

Column Name	Field Type / Formatting Requirements
First Name	Timekeeper's first name in text format.
Last Name	Timekeeper's last name in text format.
ID	Unique ID in text format (numerical, text, or alphanumeric values supported).
Effective Date	Timekeeper's effective or start date in MM/DD/YYYY format.
Rate	Hourly rate negotiated between client and vendor for the timekeeper. Numerical values only (i.e., 00.00).
Currency	Select timekeeper's billing currency from the list of values (e.g., USD, CAD, EUR, etc.)
Country	Select the timekeeper's country from the list of values (e.g., United States, Canada, etc.).

The columns below only appear if your client has enabled diversity data collection for vendors. Sharing this data is optional but will remain anonymous if provided.

Select an option from the list of values or leave the column/cell blank for individual timekeepers. 

Column Name	Field Type / Description
Race	African American/Black, American Indian/Alaskan Native, Asian, Hispanic/Latinx, Multiracial, Pacific Islander, White, Prefer not to say For more details on the descriptions for each value, click here.
Gender	Female, Male, Non-Binary, Prefer not to say
Veteran Status	Yes, No, Prefer not to say
LGBTQ+ Status	Yes, No, Prefer not to say
Disability Status	Yes, No, Prefer not to say

Click here for more information on diversity data. 

3. Go back to CounselGO and click Upload.

4. Locate/open the file and then click OK in the confirmation dialog when prompted.

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CSV Template

1. Download the CSV template from CounselGO.

2. Save the file as .csv extension on your computer.

3. Review the instructions in rows 2-7 of the template. 

4. Fill in timekeeper information starting on row 2 (enter 1 row per timekeeper); leave row 1 as-is.

 

Below are the minimum required fields to submit timekeeper rates. Please make sure to follow the formatting requirements to avoid upload errors in CounselGO. 

 

Column Name	Field Type / Formatting Requirements
First Name	Timekeeper's first name in text format (e.g., John).
Last Name	Timekeeper's last name in text format (e.g., Smith).
ID	Unique ID in text format (numerical, text, or alphanumeric values supported, such as 123456).
Effective Date	Timekeeper's effective or start date in MM/DD/YYYY format (e.g., 11/30/2021).
Rate	Hourly rate negotiated between client and vendor for the timekeeper. Numerical values only (e.g., 800.00).
Currency	3-character code following ISO Code Currency Standards. Commonly used codes are listed below: USD = US Dollar CAD = Canadian Dollar EUR = Euro GBP = British Pound AUD = Australian Dollar JPY = Japanese Yen CNY = Chinese Yuan Renminbi  For a full list of ISO 4217 currency codes, click here.
Country	Standardized spelling of country name OR 3-letter ISO short code. Most commonly entered country values are listed below for reference: United States OR USA Canada OR CAN Australia OR AUS United Kingdom OR GBR Click here for the full list of country names and short codes.

The columns below only appear if your client has enabled diversity data collection for vendors. Sharing this data is optional but will remain anonymous if provided.

Enter one of the values listed below, or leave the column/cell blank for individual timekeepers.

Column Name	Field Type / Description
Race	African American/Black, American Indian/Alaskan Native, Asian, Hispanic/Latinx, Multiracial, Pacific Islander, White, Prefer not to say For more details on the descriptions for each value, click here.
Gender	Female, Male, Non-Binary, Prefer not to say
Veteran Status	Yes, No, Prefer not to say
LGBTQ+ Status	Yes, No, Prefer not to say
Disability Status	Yes, No, Prefer not to say

Click here for more information on diversity data. 

5. Save/review the file and confirm the following:

• Row 1 has not been modified/deleted
• There are no commas within individual cells (e.g., currency or location values)
• Data is formatted correctly for Effective Date, Currency, Country, and Diversity fields per the table above

6. Go back to CounselGO and click Upload.

 

 

7. Locate/open the file, and then click OK in the confirmation dialog when prompted.

 

 

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NOTE: If you receive the error message shown below, click here for help fixing data/upload issues.

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