How to do a batch upload.

Created by Judy Macharia, Modified on Thu, 21 Sep 2023 at 04:58 PM by Judy Macharia

A SACCO staff member (with the appropriate user-role permissions) can perform a batch upload through the following steps:

  • On the member page, click on the email address at the uppermost top right part of the page

  • Click on batch uploads in the drop-down menu 

  • On the page that loads click on the upload button

  • Click on the arrow next to 'Excel Template' to download the batch upload template

  • Add the member ID, the Account ID (account ID for the loans or savings), Product ID (Which are on the Loans and Savings Worksheets at the bottom of the excel template), the Amount, and the Type (it can be WITHDRAWAL, FEE, DEPOSIT or REPAYMENT - ensure you use capital letters for the Type entries), add any notes, and fill in the Transaction Channel ID (which can be found on the Transaction Channels Worksheet) 

  • Once you have added your data to the template, upload the document and submit  

  • The batch upload will change status to pending

  • Click on the batch that you have uploaded and select all the transactions and click on Approve Transaction

  • On the next page, write a note and click Approve

  • Wait for the batch to process till approved

  • The uploader will receive an email notification once the upload is complete with validation error messages should there be an issue to resolve or a successful batch upload notification.

Please note - The batch upload feature will only apply the transactions to existing member accounts within the platform. In the case that a member account does not exist or their name has been associated with the wrong account, the transactions will fail and the uploader will receive an email notifying them of the same.

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