Automates CSV bulk import operations for TaskActivity and Expense records using the Import-CsvData.ps1 script with proper authentication and validation
This skill helps with bulk CSV import operations for TaskActivity and Expense records.
Before importing:
TaskActivity Template (docs/taskactivity-import-template.csv):
Date,Hours,Client,Project,Phase,Description,Username
2026-01-15,8.0,Acme Corp,Website Redesign,Development,Implemented user authentication,admin
Expense Template (docs/expense-import-template.csv):
Date,Amount,Description,ExpenseType,Vendor,PaymentMethod,Username
2026-01-15,125.50,Hotel accommodation,Travel,Marriott,CreditCard,admin
Check for:
# If needed, generate token
.\scripts\generate-token.ps1 -Username "admin" -Password "password"
.\scripts\Import-CsvData.ps1 `
-CsvFilePath "path\to\import.csv" `
-ImportType "TaskActivity" `
-JwtToken "your-jwt-token" `
-BaseUrl "http://localhost:8080"
Issue: "Invalid date format"
Issue: "Client not found"
Issue: "Unauthorized (401)"
Issue: "Headers don't match template"
ai/common-patterns.md for CSV import code patternsai/project-overview.md for CSV import feature detailsdocs/CSV_Import_User_Guide.md for comprehensive documentationAlways provide: