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Using the Effort Importer

Emily Yeomans
  • Updated

Effort transactions and corresponding data can be loaded through the Effort Importer beneath Imports.

  1. In the menu, click on the settings wheel and click on Imports.



  2. Click Effort Importer.



  3. In the Effort Importer, you will see a list of previous imports. Click Import New File.



  4. Click Choose File to upload your effort .CSV.

    Note 1: Download the effort importer template and samples at the bottom of this article. Download Effort Importer Sample if you don't have either Grants or Fund Manager. Download Effort Importer Sample with Grants if you have Grants.

    Note 2: If you have Fund Manager, you will instead see a drop-down menu allowing you to select a certification period and optional individual.



  5. Click Submit.

Your items will be listed in the Import Log as they are completed. The process can take 5-10 minutes to complete.

Clearing Exceptions

Once the import process is complete, any Exceptions will be indicated in the Exceptions column. To view and clear exceptions, click on the Import Date in the left most column.

Once the exception is fixed, click on Load.

Viewing the Log

You can view the log of the import by clicking on Log in Import Detail

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