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Draft

This page is a draft and may contain incomplete or inaccurate information

The user must have both CREATE and UPDATE for a given entity in order to use Mass Load. The USAS_MANAGER Role contains this access by default.


The Mass Load program allows a district to import cash, expenditure and revenue data into the USAS-R from an outside source. This may include, but is not limited to, Excel, Access, Lotus and other third party software's that have the option to export data in a CSV (Comma Separated Values) format. The Mass Load program reads the data, imports and validates it, then writes it to the USAS file structures, thus eliminating manual entry. This might be useful for a district converting to USAS or for a district processing mass updates to varying fields.

All possible field values are outlined in the Miscellaneous notes section, under the Mass Load Criteria. Any records with fields not meeting the USAS possible values validity checks are rejected. A message is written to the reports indicating what record included invalid data.

The CSV being read by the Mass Load options can include the fields in any order. The file must contain a header record which includes all the pre-defined field names (Req Column Desc) as the first record in the import file. The pre-defined field names are included in the Mass Load Criteria found in the Miscellaneous notes section of this chapter. The remaining records in the file represent the data values being loaded.

The Custom Report Writer can be used to create the header file for you. To do so, Select the Object you wish to import. Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.) Generate the custom report using the Excel-fieldnames format.

 

 From the Utilities menu,

  1. Click on 'Choose File' to select an outside file to import.
  2. Select an importable entity
    1. Cash Account
    2. Expenditure Account
    3. Revenue Account
  3. Click on Load.

MASS LOAD Account Criteria

Each Object to be imported has to be created on a separate .CSV file. The Identifying Fields below have to be entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names for the accounts. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. CashAccount Object - the cash account dimensions are under 'Code'. code.fund would identify the fund code of the cash account.

Cash Account CSV Format

Object to be ImportedIdentifying Field Required
Fundcode.fund
Special Cost Centercode.scc

Account Description

description


Expenditure Account CSV Format

Object to be ImportedIdentifying Field Required
Fundcode.fund
Functioncode.func
Objectcode.object
Special Cost Centercode.scc
Subjectcode.subject
Operational Unitcode.opu
Instructional Levelcode.il
Jobcode.job
Account Descriptiondescription


Revenue Account CSV Format

Object to be ImportedIdentifying Field Required
Fundcode.fund
Receiptcode.receipt
Special Cost Centercode.scc
Subjectcode.subject
Operational Unitcode.opu
Account Descriptiondescription


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