Manage Uploads and Fields

Allovue Manage Uploads Overview

When uploading data to Manage, users should upload roles first and then buckets. If you try to upload buckets first, anywhere that does not have a role to match a line in the buckets upload will be ignored until the role exists first. The system identifies a row by role code, budget code, user code, and bucket code.

If the system recognizes a code already in the table it will update that row. If the system does not recognize any existing code to match, it will create a new row in the table instead of updating an existing one.

Uploads in Allovue Manage

1. Select Configuration.

2. Choose the configuration element to upload: Budgets, Buckets, Roles, or Users.

3. Go to the roles configuration page, and select “upload” to visit the first page of the upload flow.

4. Select Download CSV Template.

5. Prepare your file by either making changes to existing data or adding new data.

6. Once your file is ready, select browse files and select it from your computer file system.

7. Select Upload.

8. Map the column names in your file to the column names.

9. Select Review and Confirm.

10. Proceed by selecting Save and Confirm.

11. Once you've successfully uploaded, you'll see a final page that says Upload Complete.