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Setting Up AccountLinx for Construction Partner

With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for Construction Partner. As Construction Partner may be customized to fit your company's needs, it is possible that the default AccountLinx export for Construction Partner will not match your Construction Partner setup exactly. Please read through this article before setting up AccountLinx to understand what is needed ahead of time.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Construction Partner support. We will try to help you as much as we can, but there are aspects of Construction Partner that are out of our area of expertise and your questions may be better answered by Construction Partner support or your trusted contact to answer/assist.

Selecting Construction Partner as your Exporter

  1. Go to Tools and click Exporter Settings...
  2. The Exporter Settings window should open. Click Select Exporter...
  3. A window with a list of available exporters should open. Select "Construction Partner" and click OK.

AccountLinx Settings Unique to Construction Partner

The Construction Partner export for AccountLinx offers a variety of settings when exporting your time data to help tailor the time data to your company's needs. These settings are unique to AccountLinx and will not affect ExakTime Connect or Mobile. If any of the settings offered do not sound familiar, you may not be using the setting in Construction Partner and can leave it as <None>. 

  1. Go to Tools and click Exporter Settings...
  2. The Exporter Settings window should open. Click Configure....
  3. The Configuration window should open. You should see the following options:
    • Export
      • Add header row to output file - Enable to add a header row to the AccountLinx export.
      • Export Version - Specify if the export should use the Standard or Advanced template.
      • Work Order to - Specify which entity work orders should be associated with. The related mapping screen will have additional fields for you to complete.
      • Craft Code to - Specify which entity craft code should be associated with. The related mapping screen will have additional fields for you to complete.
    • Advanced Export Options
      • Map Special Pay Type to - Specify which entity the special pay type should be associated with. The related mapping screen will have additional fields for you to complete.
      • Special Pay Code to - Specify which entity the special pay code should be associated with. The related mapping screen will have additional fields for you to complete.
  4. Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
  5. Click the appropriate "Map Employee/Location/Cost Code/Equipment" option to see the columns from the options enabled in Step 3.

General Use of AccountLinx

After setting up the configuration of AccountLinx to better match Construction Partner in the previous section, you will need to:

  • Map your entities so any time data associated with an ExakTime entity will match with a Construction Partner entity and fill in any relevant fields enabled in the previous section. Refer to the following article if you are unfamiliar with mapping your data in AccountLinx.
  • After mapping your entities, you can export your time data to import into Construction Partner. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.

Example of AccountLinx Export

An example of an AccountLinx export has been provided below. The data have been preformatted based on Construction Partner's template. The presented values can differ depending on your settings.

Standard

ALX - Export Example - Construction Partner - 00.png

Advanced

ALX - Export Example - Construction Partner - 01.png

While you can manipulate the exported data after it has been exported, it is highly discouraged as it can result in data discrepancies when double-checking any data.

How to Import Time Data into Construction Partner

The export file must be saved in the CPData folder with the file name PayrollTimeCard to import properly. It is recommended to consult with Construction Partner for further assistance with importing time data as they are more knowledgeable of their best practices.

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