Bulk Upload - Socio Economic Development
1. Click on the purple “Scorecard” icon in the toolbar options on top and click the “View All” button from the options provided OR click the “View All” Button on the purple Scorecard Icon from the dashboard page, as depicted below.
2. Select the scorecard you wish to upload information too, by clicking on the description of the scorecard.
3. Select the Socioeconomic Development element by clicking on the name in the blue bar.
4. Scroll further down on the page and click on the green button “From a Spreadsheet” to add beneficiaries manually.
5. Download the Socioeconomic Development spreadsheet template under option 1 by clicking on the blue highlighted font. Once downloaded, populate and save your data into the spreadsheet. The spreadsheet has predefined data requirements which are specified in the worksheets of the Excel document. For columns with drop-downs, please only select values from this drop-down. Please note, if you are copying from another source document, always select "Paste Values" when pasting copied data as normal pasting may overwrite the drop-down functionality.
6. Once you have entered and saved the desired data click on "Choose File". You can now navigate to the spreadsheet location, select the spreadsheet and click open.
7. Once the spreadsheet has been selected, click on "Save" to begin the upload of your data.
8. While the document is uploading you will see a green bar appear near the centre of the screen, showing that the spreadsheet is being uploaded.
9. If there was a problem with the data or the spreadsheet, the system will display a red bar instead of green bar as indicated below.
10. If there was an error with the data, you will note "View the Errors" button. If you click on this button, the system will display the row number as well as the error that that row contains. You can now go back to the original files to review the erroneous data and, once the errors have been rectified, upload the file.
11. If there was an issue with your spreadsheet itself, e.g. using the wrong spreadsheet, you will be prompted to re-download the spreadsheet template. Please ensure to use the latest spreadsheet template as older spreadsheet templates may not be supported.
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