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Getting Started For Users

6
  • Basic operation of ems Mobile
  • Basic operation ems Web
  • Using time recording
    • Time recording terminals
  • Managing your user account
    • Article favorites
    • Set up and manage user account
    • Personal layout settings

Administration & Settings

13
  • Create checklists
  • Employee and user administration
    • User overview
    • Notifications
    • Create new employee profile
    • Authorizations for employees
    • Store authentications in the ems system
  • System settings
    • Clients / Multiside
    • QR code and NFC for ems Mobile
    • Notifications
    • Text templates for notifications (e-mails)
    • Images, logos and symbols (icons)
  • Importing and exporting data
    • Exporting data
    • Importing data

News, Updates & Technology

24
  • ems licensing
  • Initialize and set up new system
  • New web layout X3
  • Time and data recording terminals
    • Protected: Technical information on terminals
    • Datafox Terminals
    • ems terminals (TT5, MT7)
  • Software installation
    • Infrastructure requirements for the system
    • ems Installation Tool
    • Configure ems Server Tool
    • ems Mobile on the smartphone
    • ems Client
    • Protected: Presentation systems
  • Integrations & interfaces
    • Protected: API for RESSIS / ARVIS
    • User parameters
    • System parameters
    • Public web services
    • Interfaces
    • Protected: API access (Rest web service)
    • Protected: API for SUGB inspection app
    • Mailjet connection (for campaigns)
    • WooCommerce connection
    • 3CX telephone system
    • Set up your own e-mail server
    • Protected: API for ems Pos App

Time Tracking

32
  • Working time recording
    • Record and edit times (ems Mobile)
    • Own hours and vacation balances (ems Web)
    • Release of your own time recording (ems Web)
    • Time recording (ems Web)
    • Break regulation
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Release of time recording (ems Mobile)
    • Warning and error messages during release
    • Release of employee reports
    • Target hours (target timetables / public holidays)
    • Time credits (vacation, flexitime)
    • Visa revocation
    • General warning and error messages
  • Absence management
    • Own hours and vacation balances (ems Web)
    • Break regulation
    • Enter time requests (ems Web)
    • Time recording and time requests via quick panels (ems Web)
    • Hourly and vacation balances (ems Web)
    • Hourly and vacation balances (ems Mobile)
    • Enter and edit time requests (ems Mobile)
    • Approve time requests, times and compensation (ems Web) – Instructions for line managers
    • Target hours (target timetables / public holidays)
    • Error messages during the release of time requests
    • Cancellation of approved time requests
    • Time credits (vacation, flexitime)
    • Release of time requests
  • Bonuses and overtime calculation
    • Time credits (vacation, flexitime)
  • Compensation
    • Record compensation (ems Web)
    • Record and process compensation (ems Mobile)

Customer & Address Management

13
  • Customer management
    • Customer networks
    • Enter new customer address (ems Web)
    • Manage customer addresses
    • Copy customer address
    • Difference between customer groups, properties, authorization roles and relationships
    • Authorization roles for customers
    • 3CX telephone system
    • Importing customer data
    • Mailjet connection (for campaigns)
  • Supplier management
    • Manage supplier addresses
    • Enter and edit supplier address
    • Authorization roles for suppliers
    • Copy supplier address

Orders & Sales

23
  • Quotation creation
    • Create and manage offers
    • Offer settings
  • Order management
    • Shift planning for the customer order (ems Web)
    • Enter new customer order
    • Time and compensation recording for the customer order (ems Web)
    • Order status, billing, order completion
    • Payment plan (recurring invoices)
    • Record material (ems Web)
    • Checklists for the customer order (ems Mobile)
    • Record services (ems Web)
    • Record material (ems Mobile)
    • Time and compensation recording for customer orders (ems Mobile)
    • Processing a customer order (ems Mobile)
    • Authorizations for customer orders
    • Checklists for the customer order (ems Web)
    • Record services (ems Mobile)
    • Completing the customer order (ems Mobile)
    • Create checklists
    • Clearing types
  • Point of Sale (POS) System
    • Process sales orders (via tablet – ems Mobile)
  • Marketing Campaigns
    • Campaign rules
    • Create marketing campaigns
    • Manage marketing campaigns

Procurement & Logistics

8
  • Product & Article Management
    • Special food labeling
    • Article bundles
    • Article variants
    • WooCommerce connection
    • Importing article master data and article prices
    • Manage articles
    • Article types
    • Create and edit articles

Finance & Accounting

6
  • Accounts payable management
    • Receive creditors via e-mail
    • Scan vendor invoices
  • Accounts receivable management
    • External recording (other software)
    • Delete or cancel invoices
    • Take over positions
    • Enter invoices

HR & Payroll

6
  • Employee administration
    • User overview
    • Employee resignation
    • Edit employee profile
    • Create new employee profile
    • Authorizations for employees
  • Payroll
    • Set up and adjust payroll accounting

Planning & Resource Management

5
  • Personnel deployment planning
    • Creating a mission entry
    • Views of resource planning (ems Web)
    • Operations planning overview (ems Mobile)
    • Planning groups
    • Authorizations for resource planning

Document Management & Administration

2
  • Outlook signature
  • Add documents via DragDrop
  • Dokumente
  • Administration & Settings
  • Importing and exporting data
  • Exporting data
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Exporting data

Ungefähre Lesedauer: 3 min lesedauer

Data export to ems #

It is possible to export data in various system areas (time recording, accounting, order management, etc.). Export functions are only accessible to administrators.

Data export is possible in 3 ways:

  1. Download a csv file (Excel)
  2. Data retrieval for Power BI or Excel with your ems login data
  3. Data retrieval for Power BI or Excel with an API key

Data export in a csv file #

Data is exported as “raw data” in csv. The export reports are prepared for corresponding applications. The file is created on the server and then downloaded and cannot be updated.

The formatting is as follows:
, as separator
“…” as text identifier
. as decimal separator
yyyy-MM-dd as format for date
yyyy-MM-dd HH:mm:ss as format for date and time

Retrieval of data with user login #

When you click on the Power Query button , help appears on how applications such as Power BI or Excel can be connected directly to the selected export:

  • Copy the URL displayed in the mask and paste it into the corresponding field in Power BI / Excel.
  • Use the “Standard” login option and enter your login details to establish the connection.
  • The data can then be updated directly at any time (click on the Update button in the application).

Please also note the automatically adopted parameters in the URL, which can be adjusted if necessary.

Important: Only the ems integrated login with user name and password is possible. It is not possible to log in via Google, Microsoft 365 or with a local network login!

Retrieving data with an API key #

For interactive access (without user login), you can set up the corresponding interfaces in the system settings. To activate the web interface, you need “System administrator rights”. Go to the system settings and the “Interfaces” tab.

Use the plus sign to add a new interface of the type“Data export via web interface“. You will automatically receive the path for access and the API key.

Enter a valid ems personnel number in the employee number. All data is retrieved with the authorizations of this personnel number.

You can now use the web path as a data source in various systems.

For example, for Microsoft Power BI or Excel. It is important that the API key is transferred in the header. Below you will find an overview of the valid parameters that must be transferred in the URL:

331 – Customer data for ComaticSpecial (selection of data records)
332 – Debtor data for Abacus
341 – Creditor data for Abacus
BookingDateFrom
BookingDateTo
CreateDateFrom
CreateDateTo
SummaryBooking
51 – Financial data for Power BI
101 – Time recording data
102 – Compensation data
103 – Provisions (generic)
104 – Credit hours
201 – Service items
231 – Cash evaluation
BookingDateFrom
BookingDateTo
61 – Customer address list
241 – Supplier address list
CountryISO
11 – Article listProductGroupCode
SaleProduct
MaterialProduct
ServiceProduct

Example configuration (Power BI): #

Error messages #

400Bad RequestThe API key was not transferred or not transferred correctly.
401UnauthorizedAn invalid API key has been transferred or the interface is not available in the ems system.
403ForbiddenThe API key is valid, but the employee defined behind the API key (also virtual employee) does not have sufficient authorizations to perform the action.
406Not AcceptableIncorrect or not all required parameters were transferred.
This error message is returned if processing is not possible based on the parameters.
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Updated on 6. May 2025
Importing data
Inhaltsübersicht
  • Data export to ems
    • Data export in a csv file
    • Retrieval of data with user login
    • Retrieving data with an API key
      • Example configuration (Power BI):
      • Error messages

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