Please find step by step directions below on how to use the Award / Recipient Module.
1. Download the import template here:
Important note: Some clients have a custom label applied to the 'Department' field. This custom label will not show on the Awards Module Template, it is critical to not make any modifications to the header row of the template.
The following fields are required:
Award Date all dates entered will import as the last day of the month (example: 3/15 will import as 3/31).
Department (also known as College) if left blank will be imported as None. None must have set up as a category prior to import or an error will return.
Amount if left blank will import with 0.
GLID must be entered as an existing GLID Number.
Award Type can not be blank, this will return an error. New award types can be added on this template and imported.
Major if left blank will be imported as None. None must have set up as a category prior to import or an error will return. New major's can be added on this template and imported.
All other fields entered as blanks will import as blanks.