You can export fund detail information from a company, project or shell funding sheet to a CSV file. This contains all of the information captured in the Fund Details form when the funds were added to the company funding sheet. When you export the fund details from the company funding sheet, the details of all funds are exported; exporting from a project or shell funding sheet gives the details of those funds added to that sheet.
When adding funds to a company funding sheet, you can use the export file as a template, add fund details to the CSV file, then re-import the file to add funds to the company funding sheet. You cannot use import to add funds to a project or shell funding sheet.
To export fund details from a funding sheet
| 1 | Open the company, project or shell funding sheet. |
| 2 | Click the Export button and then choose Fund Details. |
| 3 | Read the confirmation message and then click Yes to continue. |
You may choose to open the file in a compatible program such as Microsoft Excel to review it before saving.
| 4 | Click Save and specify the location in which to save the CSV file. |
To import fund details into a company funding sheet
| 1 | Open the company funding sheet. |
| 2 | Be sure you first export the fund details and save the CSV file. |
Note the instructions at the top of the file. Remove any existing funds that may be listed in the export file, so that only the column headings remain. The instructions at the top of the file can remain. Save the file.
| 3 | Add the fund details for the funds that you want to import. Be sure to complete all required fields. Do not add fund codes that already exist on the funding sheet. |
| 4 | Click the Import Fund Details button. |
| 5 | Browse to the CSV file and click Ok. The funds you added to the import file will be added to the company funding sheet. |
Note: If any errors occur, download and open the error file, and correct the CSV file before reimporting. Common errors include trying to import fund codes that already exist on the sheet, or not completing required fields.
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