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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. USAS_Standard user also needs the permission of MODULE_IMPORT to see the menu option of Mass Load. |
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The Custom Report Writer can be used to create the header file for you. To do so, Select the Object you wish to import (i.e. Cash Account, Expenditure Account or Revenue Account). Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.) Generate the custom report using the Comma Separated Values-Field Names format.
Once the header fields and data are populated on the csv file, from the Utilities menu,
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Example: To Mass Load Cash Account data - set up the custom report to pull the required Identifying Fields (Fund, SCC and description) and other desired Identifying felds fields that the user wants to load (i.e. dateRange.startDate or customFields.text.value). The csv file created will update the Cash Account to show the data loaded or specify the error on the USASLOADERR file.
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