Feature Overview
The feature aims to simplify the process of updating scholarship amounts: new values can be uploaded directly into the system without the need to manually re-enter data for each opportunity.
The CSV file can be used to update the following values:
Total number of awards
Scholarship Value
Number of Payments
Note: The reference field is FundID. The system utilizes FundID to identify the scholarship for updating. Only scholarships with a unique FundID per cycle can be updated using the CSV file.
This article aims to guide you through the main steps of this scenario and explains the feature limitations.
Step-by-step guide
To update scholarships in bulk using a CSV file:
Click on the Kebab menu icon.
Download the template.
This step is designed to help administrators to get started with a properly formatted file that can be updated with new values.
Update your template with new numbers and save the file on your computer.
Click on the “2 — Upload Amounts” button. Once a browser window opens, select the file and confirm.
Review the validation report generated after uploading your file.
If you agree with the report and expected updates, confirm your choice.
The template file
The file contains valid column headers and pulls the current scholarship numbers from the system. Additionally, if certain FundIDs cannot be uploaded using this feature, the template provides a brief explanation for the issue.
The file structure is as follows:
[FundID (Main Reference Field)], [#Total number of awards], [Scholarship Value], [Number of Payments]
Important:
Please do not modify the table headers.
Scholarships that already have awards made cannot be modified using this tool.
Scholarships with a shared FundID in the same cycle cannot be modified using this tool.To proceed with changes, ensure that each scholarship has a unique FundID assigned.
Prepare file for upload
Please maintain a file structure similar to the original template.
Acceptable file formats: XLS, XLSX, and CSV
If you choose not to update a certain value, simply leave it unchanged.
Validation file
The validation report summarizes the records that can be successfully updated in the next step and identifies any rows that cannot be modified. An error description is provided for each exclusion to explain the reason for the exclusion.
The report is designed to preview changes. The changes presented in the report are not effective until you confirm.
Errors explained:
"Failed Validation: FundID has been duplicated" - FundID is listed two or more times in the uploaded file
"Failed Validation: FundID not found" - FundID has no matches in the current cycle
"Failed Validation: Multiple scholarships associated" - Multiple scholarships are associated with the FundID
"Failed Validation: Format not accepted" - Total number of awards, number of payments, or scholarship value have invalid format
"Failed Validation: Awarding is in progress" - FundID is associated with a scholarship that has at least one awardee.
