Batch Import Payments

The Batch Import Payments feature in Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM) allows administrators to import multiple payments at once by downloading a template, completing the required fields, and uploading the template back into the site. This eliminates the need to enter payments individually and is particularly useful when processing a large number of awards at the same time. 

User Role: Administrator

Use Batch Import Payments to:

• Enter payments for multiple requests at once rather than one at a time.
• Streamline payment processing at the end of a grant or scholarship cycle when a large number of awards need to be paid out simultaneously.
• Reduce manual data entry by completing payment details in a downloadable template and uploading them in a single action.

To import payments in batch, download the payment template from Payment Tracking, complete the required fields, and then upload the completed template through Import Data.

1. Click Tools in the upper navigation bar, and then click Payment Tracking.
2. Check the box for each request that will have payments entered.
    
3. Click Batch Actions, and then click Download Template.
    
4. Open the template, complete the required fields, and then save the template to your computer.  
   • The required fields are the following.
     • Payment Amount
     • Payment Date
     • Check Number
5. Click Tools in the upper navigation bar, and then click Import Data.
6. Click Upload a File and upload the completed template.
    
7. Click Validate.
   • If any issues are found, make corrections to the template before uploading it again.
     
      
8. Click Upload Payments.