Allovue Upload Options

Allovue Upload Types

Uploads in the Allovue app are implemented through a comprehensive uploader system, primarily designed for users to upload CSV files that update or add data, such as Organizations, Revenue Sources, Allocations, Segments, and Users. The following uploads are available for users in Allovue by module:

Allovue. App

References uploads that impact access to Allocate, Budget, and Manage.

Upload Type	Menu Path	Details	Upload Options	Unique Constrains
Upload District Users	Admin-> District Users (app)	Use the district users template to upload new users to your account.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `email`.

Allocate

Allocate refers to a core part of the Allovue platform focused on budget planning and resource allocation for K-12 school districts.

Upload Type	Menu Path	Details	Upload Options	Unique Constrains
Upload Organizations	Allocate -> Configuration → Organizations	Organizations are the different LEAs and Central Offices where you'll be assigning FTEs and dollars via your formula rules	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same code.
Upload Enrollment Projections	Allocate--> Enrollment Projections-> Eye Icon-> Upload Enrollment Projection	Enrollment projections are estimates or forecasts of the number of students expected to enroll in a school, district, or educational program for future academic years.	Supported by CSV. save the file as CSV UTF-8 format	None
Upload Historical Data	Allocate → Configuration-> Historical Data	Historical Data defines data related to Organizations for previous fiscal years.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `organization_code` AND `fiscal_year`.
Upload Job Types	Allocate -> Configuration → Job Types -> Import CSV	Job Types are the kinds of positions and their associated salaries that are assigned to schools through your formulas.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `name`. Must be unique — No two records can have the same `code`.
Upload Allocations	Allocate → Configuration → Allocations	Allocations are defined sets of related rules within your formulas.	Supported by CSV. save the file as CSV UTF-8 format	Name, Code No two records can have the same name and code.
Upload Manual Dollar Adjustment	Allocate → Formulas-> Navigate to the Formula and select Eye Icon--> Upload Manual Dollar Adjustment	Allocates or takes away a dollar amount from specific organization(s)	Supported by CSV. save the file as CSV UTF-8 format	Need info from Tristan
Upload Manual Staffing Adjustments	Allocate → Formulas-> Navigate to the Formula and select Eye Icon--> Upload Manual Dollar Adjustment	Allocates a specific quantity of FTEs of a single Job Type to one or more selected organizations	Supported by CSV. save the file as CSV UTF-8 format	Need info from Tristan
Upload Revenue Sources	Allocate → Revenue Projections-> Upload Revenue Sources	Revenue sources are the distinct streams of income for a school district, such as: State funding Local property taxes Federal grants (e.g., Title I, IDEA) Private grants and donations Other miscellaneous sources	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `revenue_projection_id` AND `money_account_id`.

Manage

Upload Type	Menu Path	Details	Upload Options	Unique Constrains
Upload Budgets	Manage → Configuration → Budgets	Budgets are collections of buckets grouped according to admin-defined rules and filters.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `name` Must be unique — No two records can have the same `code`.
Upload Buckets	Manage → Configuration → Buckets	Buckets are collections of accounts grouped according to rules and filters.	Supported by CSV. save the file as CSV UTF-8 format by CSV	Must be unique — No two records can have the same `code`.
Upload Priorities	Manage → Configuration → Priorities	Use Priorities to define goals for your budget planning.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `name`.
Upload Strategies	Manage → Configuration → Strategies	Create different Strategies to help achieve your budget planning Priorities.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `code`.
Upload Roles	Manage → Configuration → Roles	Use roles to determine what buckets a user sees, regardless of what budget they're assigned to.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `name`. Must be unique — No two records can have the same `code`.
Upload Users	Manage → Configuration → Users	User permissions control what Buckets a user can see.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `email`.
Upload Employees	Manage → Configuration → Employees	Use Employees to enter the information of all individuals who work in your school district.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `code`.
Upload Jobs	Manage → Configuration → Jobs	Jobs consist of the title and description (including class) of all available jobs within your district.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `code`.
Upload Positions	Manage → Configuration → Positions	Use Positions to combine job information with locations and start and end dates to define what roles are approved at each school.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `code` AND `start_date`.
Upload Position Funding	Manage → Configuration → Position Funding	Position funding refers to the process of allocating budgeted dollars to specific staff positions (such as teachers, principals, custodians, etc.) within a school district or organization. Instead of just budgeting by account codes or categories, position funding ties financial resources to the actual jobs or roles that need to be filled.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `position_code` AND `account_code` AND `start_date`.
Upload Assignments	Manage → Configuration → Assignments	Combine employee, position, FTE, and start/end date info to connect employees to available positions.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `employee_code` AND `position_code` AND `start_date`.
Upload Assignment Funding	Manage → Configuration → Assignment Funding	Assignment funding means associating funds with particular job assignments—such as "Grade 3 Math Teacher at Lincoln Elementary" or "School Nurse at Roosevelt High"—rather than simply with generic positions or account codes.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `employee_code` AND `position_code` AND `account_code` AND `start_date`.
Upload Salaries	Manage → Configuration → Salaries	Use Salaries to determine the pay type, frequency, and amount of individual employee salaries.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `employee_code` AND `pay_type` AND `start_date` AND `position_code`.
Upload Compensation Plans	Manage → Configuration → Compensation Plans	Compensation plans in Allovue refer to structured frameworks or documents that define how employees—such as teachers, administrators, and support staff—are paid within a school district or educational organization.	Supported by CSV. save the file as CSV UTF-8 format	Must be unique — No two records can have the same `code`.
Upload Vacancy Pays	Manage → Configuration → Vacancy Pays (Pay Schedules)	Vacancy Pays are assigned to jobs and allow positions to have a salary when no employee is assigned.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `pay_type` AND `start_date` AND `position_code`.
Upload Benefits	Manage → Configuration → Benefits	Use Benefits to define the benefit type, frequency, and amount of an individual employee’s paid benefits.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `employee_code` AND `benefit_type` AND `start_date`.
Upload Vacancy Benefits	Manage → Configuration → Vacancy Benefits ( Benefit Packages)	Refers to the budgeted salary or compensation amount that is set aside for a position that is currently unfilled (a vacancy) within an organization.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `type` AND `compensation_plan_id` AND `fiscal_year`.
Upload Account Custom Attributes	Manage → Configuration → Account Custom Attributes	Account Custom Attributes allow you to display extra account data segments that are not part of your account string.	Supported by CSV. save the file as CSV UTF-8 format by CSV
Upload Chart of Accounts	Manage → Configuration → Chart of Accounts	Updates to the Chart of Accounts in Manage will not sync to your ERP. If you need to modify your chart of accounts, make the updates in your ERP and then in Manage.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `code` AND `segment_type`.

Budget

Upload Type	Menu Path	Details	Upload Options	Unique Constrains
Upload Scenario Staffing Import	Budget → Future Compensation → Scenario Staffing Import	Scenario Staffing Import allows districts to utilize the direct database connection with the Manage module to populate existing position data.	One time import to Budget module.
Upload Employee Pays	Budget → Future Compensation → Employee Pays (Upload Pays)	Employee pays & benefits will start in Manage. Once Manage has staffing updates configured, a regular update to the employee salaries & benefits will happen. When a user starts budgeting within an adopted scenario, they will be able to choose how to populate the staffing data in the scenario; by starting with a copy of the data in Manage, or by starting from scratch (without anything filled in).	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `employee_code` AND `pay_type` AND `start_date` AND `proposal_id`.
Upload Benefits	Budget → Future Compensation → Employee Benefits	Use Benefits to define the benefit type, frequency, and amount of an individual employee’s paid benefits.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `compensation_plan_code` AND `type` AND `fiscal_year` AND `proposal_id`.
Upload Vacancy Pays	Budget → Future Compensation → Vacancy Pays	Vacancy pays will start in Manage. Once Manage has staffing updates configured, a regular update to the employee salaries & benefits will happen. When a user starts budgeting within an adopted scenario, they will be able to choose how to populate the staffing data in the scenario; by starting with a copy of the data in Manage, or by starting from scratch (without anything filled in).	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `compensation_plan_code` AND `pay_type` AND `fiscal_year` AND `proposal_id`.
Vacancy Benefits	Budget → Future Compensation → Vacancy Benefits	Vacancy pay will start in Manage. Once Manage has staffing updates configured, a regular update to the employee salaries & benefits will happen. When a user starts budgeting within an adopted scenario, they will be able to choose how to populate the staffing data in the scenario; by starting with a copy of the data in Manage, or by starting from scratch (without anything filled in).	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `type` AND `compensation_plan_id` AND `fiscal_year`.
Upload Approval Workflows	Budget-> Approval Workflows	Determines Approval Types for Budgets.	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `proposal_type`.
Upload Non-Personnel Expenses	Budget → Proposals	Planned Future Expenses	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `code` AND `proposal_id`.
Upload Personnel Expenses	Budget-> Proposals	Planned Future Personnel Expenses	Supported by CSV. save the file as CSV UTF-8 format	No two records can have the same `code` AND `proposal_id`.

Allovue ERP Connection

In order to connect your ERP to Allovue, you will need to work with Allovue’s data team. The following article may be helpful as you prepare your files.

Allovue Data Requirements

Upload Troubleshooting

If you go to do an upload and some rows are ignored and can't be successfully uploaded but you can't figure out why, first check to see what they have in common.

Review the unique constrains section of each upload option in.
Review the Upload Frequently Asked Questions

How to Access Your Community Account

Log in to Allovue as you currently do. However, to ensure you have the proper access to our community for that module, you must start in the Allovue module (Allocate, Manage, or Budget).
Select Help on the top right menu bar and select PowerSchool Community from the dropdown.

Select Help on the top right menu bar and select PowerSchool Community from the dropdown.

Create and Manage Support Cases

You can connect with a live support agent via the PowerSchool Assistant directly on your product's page in the Community. Additionally, you can create new cases and view your open and resolved cases through the Case Portal.