When uploading data to Manage, users should upload roles first and then buckets. If you try to upload buckets first, anywhere that does not have a role to match a line in the buckets upload will be ignored until the role exists first. The system identifies a row by role code, budget code, user code, and bucket code.
If the system recognizes a code already in the table, it will update that row. If the system does not recognize any existing code to match, it will create a new row in the table instead of updating an existing one.
Uploads in Allovue Manage
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Select Configuration.
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Choose the configuration element to upload: Budgets, Buckets, Roles, or Users.
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Go to the roles configuration page, and select “upload” to visit the first page of the upload flow.
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Select Download CSV Template.
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Prepare your file by either making changes to existing data or adding new data.
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Once your file is ready, select browse files and select it from your computer file system.
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Select Upload.
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Map the column names in your file to the column names.
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Select Review and Confirm.
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Proceed by selecting Save and Confirm.
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Once you've successfully uploaded, you'll see a final page that says Upload Complete.