Introduction
It is possible to add new and update funding data in bulk within Bud, by supplying a CSV file of records to be updated. This is helpful if you have a large number of records you wish to add or update and don't wish to update each record individually.
User Roles
- General Administrator
How to: Bulk Add and Update Funding Data
From the Admin drop-down menu on the primary navigation bar select the 'Bulk Upload'and click on the 'Funding' option. The video below shows how to access the relevant area within Bud:
- From the dropdown, you can select to either add new funding records or update existing funding records. Once you select your option you'll work through the same process:
- You'll be presented with a screen to upload your file, which will then be validated. If any of the contents are invalid then you are not able to proceed. An error message will be displayed indicating which fields are invalid. These errors will need to be resolved before you are able to proceed.
- Once any errors have been resolved then you'll receive confirmation of which records are going to be added or updated for a final check. If you are happy then you can proceed, and the records will be added or updated in Bud.
Data Format - Adding FundingRecords:
Data will need to be supplied via a CSV file which contains the following column headers:
- Learning Plan ID - The reference of the learning plan that you wish to update
- Payment Date - The date the payment is due
- Invoiced Date - The date the invoice was sent
- Paid Date - The date the payment was made
- Value - The value of the payment
The Learning Plan ID, Payment Date and value are mandatory and are used to create the funding record in Bud. The Payment, Invoice and Paid dates are all optional, and if supplied will always be populated. To ensure speed and efficiency you are only able to update 500 records at a time.
Data Format - Updating FundingRecords
Data will need to be supplied via a CSV file which contains the following column headers:
- Learning Plan ID - The reference of the learning plan that you wish to update
- Payment ID - The individual payment record that you wish to update
- Payment Date - The date the payment is due
- Invoiced Date - The date the invoice was sent
- Paid Date - The date the payment was made
- Value - The value of the payment
The Learning Plan ID, Payment ID and value are mandatory and are used to identify the record that is going to be updated. The Payment, Invoice & Paid dates are all optional, and if supplied will always be updated, even if there is data already present. To ensure speed and efficiency you are only able to update 500 records at a time.
Bud Recommends:
For ease, you can use the attached templates for adding and updating records, each of which has the columns the file requires.
- Add Funding Data.csv82 Bytes
- Update Funding Data.csv75 Bytes