Making User Settings Available for Mapping (User Imports Only)

You can import user information for your employees using Integration Manager. In addition to the employee information stored in the user table, you can import user settings, including user preferences and user privileges that are stored in the switch table.

To make a user setting available for mapping:

1. On the Field Mapping window for user imports, click Switch.

   Note:

   For steps to go to the Field Mapping window, see Mapping OpenAir Fields to CSV Columns.

   The Add a switch field dialog windows.

   

2. Enter the setting name exactly as used in the OpenAir switch table. The setting name display name that is used on forms and list views in the OpenAir UI in addition to the unique field name that is used to reference the custom field.

   To verify the setting name in OpenAir, go to Administration > Global Settings > Users > Employees > [Select an employee] then use the developer tools in your browser to inspect the label for the setting. The Inspector pane or window shows the HTML code for the page you are viewing with the element you are inspecting highlighted. The element should read as follows, with the setting name showing in between quotation marks.

   <label for="setting_name">Setting label</label> 
   

   
   Note:

   Make sure you use the setting name and not the label displayed on the form. The setting name is used to reference the setting in the OpenAir software and contains only alphanumeric or underscore characters.

3. Click OK to return to the Field Mapping window.

4. Click OK to save the field mapping settings and return to the main Integration Manager window.

Examples of Standard User Settings

Setting Name	Privilege / Preference	Accepted values
ta_module_off	Access to Timesheets module	0 – user can access 1 – user cannot access
te_module_off	Access to Expenses module	0 – user can access 1 – user cannot access
pm_module_off	Access to Projects module	0 – user can access 1 – user cannot access
rm_module_off	Access to Resources module	0 – user can access 1 – user cannot access
ma_module_off	Access to My account module	0 – user can access 1 – user cannot access
tb_module_off	Access to Invoices module	0 – user can access 1 – user cannot access
km_module_off	Access to Worspaces module	0 – user can access 1 – user cannot access
po_module_off	Access to Purchases module	0 – user can access 1 – user cannot access
om_module_off	Access to Opportunities module	0 – user can access 1 – user cannot access
enable_report_editor	Enable the report management and editor interface	0 – clear the box 1 – check the box
sort_pt_dropdown_alpha	Sort the task drop-downs by name and omit the ID number prefix	0 – clear the box 1 – check the box
ta_timesheet_required	Timesheet required	0 – clear the box 1 – check the box
ta_length_user	Timesheet duration	A – same as company setting D – daily timesheets W – weekly timesheets B – bi-weekly timesheets M – monthly timesheets
ta_open_periods	Timesheet open periods	MM/DD/YYYY-MM/DD/YYYY MM/DD/YYYY-MM/DD/YYYY ...
te_open_periods	Expenses open periods	MM/DD/YYYY-MM/DD/YYYY MM/DD/YYYY-MM/DD/YYYY ...
ta_capture_time	Enable start and end time entry on timesheets	0 – clear the box 1 – check the box
<allocation_grid_custom_field_name>	Allocation grid custom field	GridCategory1, PercentageValue1 GridCategory2, PercentageValue2 GridCategory3, PercentageValue3 ... Where GridCategory<N> are the categories defined for your allocation grid, and PercentageValue<N> are the percentage shares for each category.