If you have special funds allotted for certain assets that need to be spent during a set time, we have the space for that. You can also use this space for grants given to teachers or schools as well.
1 - Creating a Single Fund
Click the + button at the top right of the screen and select Create.
Fill in the information for the Fund that you are creating.
Once you've created the fund, it will automatically update on the fund page.
2 - Bulk Create in System
Click the + button at the top right of the screen and select Bulk Create.
Type the information you have for each fund into the fields, click the "+ Add Row" to add more rows, to tab through the fields to create another row.
Click Save when your have completed all the funds for this upload.
Once your bulk create is completed, you will receive an email letting you know the upload is complete.
3 - Bulk Create through Upload
If you have your own CSV, you will not need to do this first or second step.
Download our template by clicking the + button at the top right of the screen and selecting download template.
Input your information for all the funds you would like uploaded into the template.
Upload your CSV into our system by clicking our upload button located on the right side of the screen.
Map your data. Make sure that each of your headers is able to be mapped, either green or yellow. *If any are red you will not be able to move to the next page.
Continue mapping your data, you can edit anything on this next page.
Confirm your upload.
You will receive an email when the upload is complete.
