CSV import instructions for VSBA school projects

Step 1

Login to BE

Step 2

Go to Content → Feeds

This screen will display a history of feeds that have been added.

Open

Step 3

Click on the +Feed button.

You will see the following screen with 2 options:

• VSBA creation

• VSBA update

Open

Step 4

Click on VSBA creation

The following screen - Add VSBA creation - will be displayed and will allow you to upload a CVS file to create new projects for the VSBA website.

CSV file conversion

Before you upload your file, you need to convert your XLXS file into a CSV file. Follow these steps to convert the fie successfully.

1. Click & Save the VSBA creation example file

2. Open the CSV file (VSBA creation example) and delete the example data

3. Open your XLXS file

4. Copy and paste special (value) data from Columns A-Q from the XLXS file into the CSV example file.

5. Under File → Save As… - select the following File format: CSV UTF-8 (Comma-delimited) (.csv)

File upload

You will see the following options:

• Title* - a mandatory field - add a meaningful title for this feed eg. New projects February 2022

• File* - Click on the Browse button to upload your CSV file

  • Once you upload a CSV file, a green success message will be displayed

• Delimiter - will display , - do not change

• Checkbox for No Headers - leave as is (do not check)

• Uploading checklist:

  • CSV flle must be encoded by UTF-8 (link to How to)

  • The CSV example file option will have a downloadable VSBA creation example file

• Save & Import button

Tip:

For funding types, if multiple values are present, add semi-colon and no spaces

Step 5

The blue button has 2 options:

Save and import - this will save the CSV file and import files immediately - see Steps 6-7

Save - this will save the CSV file and allow you to import at a later time - see Steps 8-10

Step 6

Clicking on Save and import will save the CSV file and import files immediately

The CSV file will be uploaded. Uploading a file will behave as expected:

• new stand alone parent records - creates new pages for each parent with correct details

• new stand alone child records (where parent id already exists in system) - adds child details to existing parent page with correct details

• new parent with child records below the parent in file - creates a new page with parent and child details with correct details

• new parent with child records above the parent in file - the parent will be created, but the child records will not be imported

  • new stand alone child records (where parent id does not already exist in system) - this row will be ignored.

Step 7

Your CSV file will be uploaded - you will see a Fetch page that will show the progress of the import. Once completed, a page will be displayed listing details of the CSV import.

Step 8

Clicking on Save will save the CSV file.

Once saved, the following screen will be displayed and you will have the + Import button will be displayed.

Step 9

Click on + Import

You will be asked whether you want to import the feed or not. You have the options of Import and Cancel.

Step 10

Click on Import - Your CSV data will be imported. You will receive a Success message.

If you click on Cancel - your CSV import will be cancelled and can be done at another time.

Step 1

Login to BE

Step 2

Go to Content → Feeds

This screen will display a history of feeds that have been added.

Step 3

Click on the +Feed button.

You will see the following screen with 2 options:

• VSBA creation

• VSBA update

Step 4

Click on VSBA update

The following screen - Add VSBA update - will be displayed and will allow you to upload a CVS file to update existing projects for the VSBA website.

CSV file conversion

Before you upload your file, you need to convert your XLXS file into a CSV file. Follow these steps to convert the fie successfully.

1. Click & Save the VSBA update example file

2. Open the CSV file (VSBA update example) and delete the example data

3. Open you XLXS file

4. Copy and paste special (value) data from Columns A-D from the XLXS file into the CSV update example file.

5. Under File → Save As… - select the following File format: CSV UTF-8 (Comma-delimited) (.csv)

File upload

You will see the following options:

• Title* - a mandatory field - add a meaningful title for this feed eg. Project updates February 2022

• File* - Click on the Browse button to upload your CSV file

  • Once you upload a CSV file, a green success message will be displayed

• Delimiter - will display , - do not change

• Checkbox for No Headers - leave as is (do not check)

• Uploading checklist:

  • CSV flle must be encoded by UTF-8 (link to How to)

  • The CSV example file option will have a downloadable VSBA update example file

• Save & Import button

Step 5

The blue button has 2 options:

Save and import - this will save the CSV file and import files immediately - see Steps 6-7

Save - this will save the CSV file and allow you to import at a later time - see Steps 8-10

Step 6

Clicking on Save and import will save the CSV file and import files immediately

The CSV file will be uploaded. Uploading a file will behave as expected:

• new stand alone parent records - creates new pages for each parent with correct details

• new stand alone child records (where parent id already exists in system) - adds child details to existing parent page with correct details

• new parent with child records below the parent in file - creates a new page with parent and child details with correct details

• new parent with child records above the parent in file - the parent will be created, but the child records will not be imported

  • new stand alone child records (where parent id does not already exist in system) - this row will be ignored.

Step 7

Your CSV file will be uploaded - you will see a Fetching page that will show the progress of the import. Once completed, a page will be displayed listing details of the CSV import

Step 8

Clicking on Save will save the CSV file.

Once saved, the following screen will be displayed and you will have the + Import button will be displayed.

Step 9

Click on + Import

You will be asked whether you want to import the feed or not. You have the options of Import and Cancel.

Step 10

Click on Import - Your CSV data will be imported.

If you click on Cancel - your CSV import will be cancelled and can be done at another time.