About the file:
If you are using the Question & Answer award recipient page in your Impact report, use the Q&A Page Submission import file to populate the Questions and Answers (up to five) for any fund recipients for a specific reporting period.
The information imported on this file will appear in the circled area below:
Important:
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 Q&A Page Submission 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 Q&A Page Submission 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.
Columns in this file are:
Q&A_ID: This is whatever ID you use in your system of record for your award recipient.
FirstName: Award recipient’s first name.
LastName: Award Recipient’s last name.
RecipientID: This is whatever ID you use in your system of record for your award recipients.
Email: Award Recipient’s email address.
ClassYear: Award Recipient’s graduation year.
Major: Award Recipient’s major.
Minor: Award Recipient’s minor (if applicable).
Hometown: Award Recipient’s hometown. This is usually written with city name and state abbreviation, eg. Miami, FL.
International: If the award recipient is from a country other than the United States, indicate the country in the column.
Question1Answer – Question5Answer: These are the award recipient’s answers to questions 1 - 5.
Question1 – Question5: These are the questions posed to the award recipients. There can be fewer than five questions and answers.
RecipientType: Examples of recipient types are faculty, fellowship, scholarship, and staff.
FundID: This is, and must be, the fund’s GLID in Balance.
Please note: FundID 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.
