Downloading and uploading CSV files

[amy-silcock]

Hi AidStream,

Would be useful if publishers could download a CSV file from AidStream, edit it, and then upload it again. At the moment I can't get this circular process to work, as the CSV files I can download do not match the template needed to upload a CSV file into AidStream.

Could this be done?

Thank you, Amy

[amy-silcock]

Also thinking here, can this process be used to update a publisher's data? Would it overwrite existing data, new transactions be added, or the file not be uploaded because of duplication etc.?

[sachit-singh]

Hi Amy,

Yes it can be done but the format do not match exactly. Because the download an upload do not cover all the elements/data. Even though it can be done.

[amy-silcock]

Hi, I'm currently working with five organisations who are using or wanting use the CSV import function. This is highlighting the user need for a closed looped system.

To meet user need, we would like to see the ability to:

• download full activity data that exactly matches the current CSV template
• so that publishers can then update the downloaded CSV file and import it back into AidStream

Assuming that the above process works,

• to deal with the fact that not all information is covered with the CSV template it would require - any columns left blank to not overwrite existing data. And any data already inputted into AidStream, that is not covered in the CSV template columns, is not changed.

This way publishers can edit and expand data once it is in AidStream, without loosing it when they do their next update by CSV import.

Or, as transactions are the element that is most frequently updated.

• would it be possible to add purely transactions to existing activities collectively via CSV import
• rather than having to enter each activity separately and importing a CSV file.

When it comes to ensuring the data is complete, verified and marked as published on AidStream

• Could a function be added to 'complete' all the transactions in one click?
• Activities with errors in could then be left with draft status, and all correct ones as complete
• Rather than having to do this individually for each activity.

Very happy to schedule a call to discuss this and provide examples of how this could work.

Thank you,

Amy