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To import lines to a change request, first create the .csv file to import.
CSV File
A CSV file is just a text file that you can create from MS Excel or another spreadsheet program. The file for import must have a specific format to import properly. There must be at least two lines in the file for each line on the change request. The first line is for the item and must have the following format:
| Column | Required Value |
|---|---|
| A | Line number, unique to each item |
| B | the word 'item' |
| C | Item Name |
| D | Description for item |
| E | Amount |
| F | Quantity (Quantity * Amount will be the total) |
| G | Unit |
The next line or lines for each item is the coding. The coding lines must match the item total. The coding lines must have the following format:
| Column | Required value |
|---|---|
| A | Line number, to tie the coding line to the item line (above) |
| B | the word 'code' |
| C | The account code |
| D | The amount to charge to this account code |
You can put all codes on a single line, like this:
'
And then the line added to the change request will look like line #55
You can also put in multiple item lines, and have only one line of coding per item, like this:
As long as your description isn't a number, you can sum the columns D and E to check that the import balances. Just remember to delete the sums before you save.
Once you have the file set up correctly, save it as a csv file. To do this, select File/Save As, and chose the location. Give it a file name that makes sense for what you are doing, and change the 'Save as Type' to CSV (Comma delimited).
Upload File
Go to https://files.compass-ed.org and navigate to the ImportData folder. Click on Upload, and drag your file to the open area, or click 'Select files on your computer' and find it.
Once the file is upload, log into Compass Client, create a change request, and save it (or view an already existing originated change request). Then click on Actions/Import Lines. You will be taken to the ImportData directory. Pick the file you uploaded. Then answer, the 'Are you sure' question. You may see error messages at this point. If you do, the file was not imported.
When the file is imported, you will see the new lines at the bottom of the change request. If there was a problem, you can simply delete these lines. Following is what the imported lines look like if you used the 2nd import, with an item line for each code line.
