...
| Info |
|---|
The user must have both CREATE and UPDATE for a given entity in order to use Mass Load. The USAS_MANAGER Role contains this access by default. |
The Mass Load program allows a district to import cash, expenditure and revenue data into the USAS-R from an outside source. This may include, but is not limited to, Excel, Access, Lotus and other third party software's that have the option to export data in a CSV (Comma Separated Values) format. The Mass Load program reads the data, imports and validates it, then writes it to the USAS file structures, thus eliminating manual entry. This might be useful for a district converting to USAS or for a district processing mass updates to varying fields.
...
| Info |
|---|
Each Object to be imported has to be created on a separate .CSV file. The Identifying Fields below have to be entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names for the accounts. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. (CashAccount Object - the cash account dimensions are under 'Code'. code.fund would identify the fund code of the cash account. |
Cash Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Special Cost Center | code.scc |
Account Description | description |
Expenditure Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Function | code.func |
| Object | code.object |
| Special Cost Center | code.scc |
| Subject | code.subject |
| Operational Unit | code.opu |
| Instructional Level | code.il |
| Job | code.job |
| Account Description | description |
Revenue Account CSV Format
| Object to be Imported | Identifying Field Required |
|---|---|
| Fund | code.fund |
| Receipt | code.receipt |
| Special Cost Center | code.scc |
| Subject | code.subject |
| Operational Unit | code.opu |
| Account Description | description |