About the file:
If you are using the recipients page in your Impact report, use this import file to populate up to five bulleted statements you want to note about the recipients associated with a fund. Alternatively, it can be used as a standalone for information related to a fund for a specific reporting period.
The information uploaded with this file will appear in the circled area below:
To ensure an import file gets uploaded successfully, please review your file to ensure:
column headers match the original template exactly
your file only contains one sheet
no formulas, formatting, or additional columns are present
Best practice is to use a fresh template and copy the data into it, once you are sure your data is ready.
Find the blank Recipient Page Fund Bullets template at the bottom of this article.
How to Import the file:
Log into Impact
Select Import/Export from the left navigation pane.
On the Impact page that appears, select Create new import:
A dropdown will appear:
Choose the Recipient Page Fund Bullets file:
Click Continue. A new page will appear, with a link to download the blank file template:
Click the Download button (circled above). The blank template will download as an Excel file.
Fill out the template with the appropriate data, according to the column headers. DO NOT ALTER THE COLUMN HEADER NAMES. Also, do not add additional columns or additional sheets. There should be one recipient per row. If a recipient received awards from more than one fund, create an additional row per fund.
Columns in this file are:
Fund ID: This is whatever ID you use in your system of record for your award recipient.
Bullet 1 - Bullet 5: The information you want to appear after each bullet. There is no character limit, but keep in mind the overall page size, so that text doesn't overflow into other areas. You don't need to add the bullet points themselves, they are added automatically.
Please note: Fund ID must exactly match the fund’s GLID in Balance.
8. Once your file is filled out and saved (the name of the file can be whatever you wish), click the Browse button, select your file, and click Open.
9. Click the Upload button. If there are any issues with the upload, an error message will appear with details on how to fix the issue.
10. If there are no errors, review the changes on the screen and click the Approve Import button. Your import is now complete.
Note: Each new import will overwrite the previous import for the current reporting period. It will not overwrite bu