Extracting your data from Metis is easy, but understanding what you get may be a challenge. We've created this article to enable you to understand the exports and their format.
This article contains:
- Clients List export
- Opportunities List export
- Jobs List export
- People List export
- Reports export (Opps/Jobs/People/Resourcing)
- Timesheets export
- Expenses export
- Xero expenses export
- Central expenses export
- How can I export my data?
Clients List export
This export is relatively simple, and contains a list of your Clients (rows) with all associated information in columns (Metis fields).
One column worth mentioning is the Client UUID, which is a unique system identifier for that client, e.g. 0ed23bb7-dcb0-4f4b-97f8-ab8b552ca20e.
You also have Client owner UUID, which is a unique system identifier for the person who is Client Owner.
Opportunities List export
When you download the Opportunities List export, you'll notice that it's a ZIP folder with 2 files inside.
The 1st file within the folder contains the information shown on the List page, with one row for each opportunity. It shows the total values for the opportunity and key information.
Similarly to the Clients List export, you'll see column headers such as Client UUID and Opportunity UUID, which are both unique system identifiers for each Client and Opportunity. You'll also see Opportunity Lead and Opportunity Exec UUIDs, which are the unique system identifiers for those people.
For any columns that contain values such as TRUE or FALSE, this refers to a checkbox that:
- if ticked = TRUE
- if not ticked = FALSE
The 2nd file contains the same information, but the total values of the opportunities have been split. There is now one row per month for each opportunity, so you can analyse the distribution over time of values such as Revenue and Cost.
Jobs List export
When you download the Jobs List export, you'll notice that it's a ZIP folder with 2 files inside.
The 1st file within the folder contains the information shown on the List page, with one row for each job. It shows the total values for the job and key information.
Similarly to the Opportunities List export, you'll see column headers such as Client UUID and Job UUID, which are both unique system identifiers for each Client and Job. You'll also see Job Lead and Job Exec UUIDs, which are the unique system identifiers for those people.
For any columns that contain values such as TRUE or FALSE, this refers to a checkbox that:
- if ticked = TRUE
- if not ticked = FALSE
The 2nd file contains the same information, but the total values of the jobs have been split. There is now one row per month for each job, so you can analyse the distribution over time of values such as Revenue and Cost.
People List export
This export is relatively simple, and contains a list of your People (rows) with all associated information in columns (Metis fields).
Two columns worth mentioning are the User UUID, and Line Manager UUID, which are unique system identifiers for that person, e.g. cdf68dd6-1197-40fe-8235-ce48ce26edae.
Reports export
When exporting the data from a report, you'll notice that it follows the same structure as what's displayed in Metis.
Column 1 of the export relates to the 1st grouping of the report = Grouped By.
Column 2 of export relates to the 2nd grouping = what core item makes up this report. E.g., if this is a Jobs report, it will be Job.
Column 3 of the export relates to the Data fields you've selected as an output. You have one row per data field outputted, therefore the Job it belongs to may be duplicated across rows.
Columns 4 and onwards contain the output data values, which belong to the fields shown in column 3. These span across the time period of the report, e.g. If your report outputs monthly totals, column 4 would be month 1, column 5 is month 2 etc. The last columns contain the Total and Average values, shown at the far right of the report.
Manage > Timesheets export
This export may take several seconds to download if you have a lot of timesheet data.
This export is obtained using a different method to other exports in Metis - please pay attention to the video/instructions found on this page. We recommend you run empty filters BEFORE exporting your data, to ensure you capture it all.
This export contains several UUIDs (unique system identifiers), for Client, Job, Person (User) and Timesheet.
Each row is a job, so as there may be multiple jobs on a timesheet, there are multiple rows (jobs) per timesheet UUID. The Timesheet UUID is the unique identifier for each timesheet, and the Week of column will only have one date for each unique timesheet UUID.
Scroll along to the right-hand side and you'll see the data contained within the timesheet, with hours, comments, and the chargeable/non-chargeable breakdown.
You'll see the total weekly hours per job for that timesheet week in column P, and from column Q the values begin for each job on the timesheet.
Each day (of 7 days total) on the timesheet contains 6 columns:
- Timesheet day entry (specific date)
- Number of hours for that job on that day
- Comment for that entry
- Was this fully chargeable?
- Chargeable time
- Non-chargeable time
After these 6 columns, come the next day entry (day 2 of 7) on that timesheet.
Manage > Expenses export
This export may take several seconds to download if you have a lot of expenses data. If you have more than 400 expense items in Metis, you will have multiple csv files within the ZIP folder you download. Each will contain 400 items.
We recommend you run empty filters BEFORE exporting your data, to ensure you capture it all.
TERMINOLOGY
- An expense item relates to one purchase e.g. a travel ticket by train. Each expense item can have a different Date Incurred (the date on which you incurred the expense item).
-
An expense claim may contain several expense items. Each claim can only have ONE Claim Date (submitted on).
This export contains several UUIDs (unique system identifiers), for Client, Job, Person (User), Expense Claim and Expense Item.
Each row is an item on the expense item, so as there may be multiple expense items within a claim, there are multiple rows (items) per claim UUID. The Claim UUID is the unique identifier for each claim, and the Claim Date column will only have one date for each unique expense claim UUID.
Scroll along to the right-hand side and you'll see more data, relating to expense item details such as category, value, comments, currency, and VAT.
Within each claim, there may be several or one expense item, with its own unique expense item UUID.
The last column on this csv is Receipt file, which connects the name of the receipt image to the expense line item.
Manage > Xero-friendly expenses export
This export is relatively simple, and contains a list of expense items as part of claims, similar to the format above. Each row is an expense item, part of the claim (Invoice Number).
The Account Code column will match your equivalent Xero category. See this article for more on setting up your categories in Xero.
Manage > Central expenses export
This export may take several seconds to download if you have a lot of expenses data. If you have more than 400 expense items in Metis, you will have multiple csv files within the ZIP folder you download. Each will contain 400 items.
This export is relatively simple, and contains a list of expense items (rows). Each row has a unique Expense UUID.
How can I export my data?
Read here more about how you can export your data from Metis.
Didn't find what you need in this article? You can contact us by sending an email to support@getmetis.com, or giving us a call on 020 3475 5169.