With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for Plexxis. As Plexxis may be customized to fit your company's needs, the default AccountLinx export for Plexxis may not match your Plexxis setup exactly. Please read through this article before setting up AccountLinx to understand what is needed.
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 Plexxis support. We will try to help you as much as we can, but there are aspects of Plexxis that are out of our area of expertise and your questions may be better answered by Plexxis support or your trusted contact to answer/assist.
Selecting Plexxis as your Exporter
- Go to Tools and click Exporter Settings....
- The Exporter Settings window should open. Click Select Exporter....
- A window with a list of available exporters should open. Select "Plexxis" and click OK.
AccountLinx Settings Unique to Plexxis
The Plexxis 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 Plexxis and can leave it as <None>.
- Go to Tools and click Exporter Settings....
- The Exporter Settings window should open. Click Configure....
- Required Fields
- Regular Hours Type - Enter the regular hours type as used in Plexxis.
- Overtime Hours Type - Enter the overtime hours type as used in Plexxis.
- Double Time Hours Type - Enter the double time hours type as used in Plexxis.
- Other Settings
- Split Site # into Contract and Subsection - If enabled, you will be required to specify the character that will separate the contract and subsection.
- Required Fields
- Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
- Click the appropriate "Map Location/Cost Code" 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 Plexxis in the previous section, you will need to:
- Map your entities so any time data associated with an ExakTime entity will match with a Plexxis 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 Plexxis. 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 Plexxis template. The presented values can differ depending on your settings.
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 Plexxis
It is recommended to consult with Plexxis for further assistance with importing and using the time data as they are more knowledgeable of utilizing their system.