An in-system import template allows for the simultaneous creation of multiple funds with comprehensive fund configuration. This will allow for bulk fund creation and will significantly reduce setup time for organizations managing multiple funds.
- Navigate to the Funds page and click Import Funds in the left-side menu.
- Click Download Template.
- Open the template, enter the funds import information, and then save the template to your computer.
- File format notes for the template are available on the import page.
- Below the Download Template button, there is an example format for each of the field types.
- The available fund configuration and fields are listed below:
- Basic Identification - short_name, name, public_name
- Organizational Structure - fgroup_id, division_id, fsubgroup_id, fsegment_id
- Fund Characteristics - agency, daf_fund, endowed, anonymous, loans
- Descriptions and Summaries - summary, internal_description, detail_summary
- Operational Settings - dist_type_id, service_area_id, grant_type_id, invest_id
- Management Assignments - steward_employee_id, cash_account_id, sort_key
- Fund Name, Cash Account, and Fund Group ID are required fields.
- Click Choose File.
- Select the .csv file from your computer.
- Click Process.
Import Funds Video
The video below provides a brief overview of importing funds.