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Overwriting Transaction data through CSV

Anjana Rupakheti edited this page Mar 6, 2019 · 1 revision

We might have several transactions in an activity. And editing them manually or deleting the file and re-uploading the data will be time-consuming. If you have the CSV file of the data that are needed to update, it can be edited and can be updated directly through the transaction CSV file importing section.

For the information about importing transaction CSV file do visit, Working with Transaction CSV.

If you upload the CSV file, you will get the information beside the every file as existing or new. And option to overwrite button will be there in the top right corner beside the import button Don't overwrite. If you do not check the Don't overwrite checkbox and click on Import button, it will update the existing respective data.

aidstream - import status 3

Congratulations! You have successfully overwritten the existing transactions.

If you check the Don't overwrite checkbox and click on Import button, only transactions labelled as new will be imported.

aidstream - import status 2

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