Import Data

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This Import Data option is best for importing multiple program data at once.

Important Note

When importing data, make sure you import a file with the correct titles, such as a service area and service categories. The best way to ensure it is correct is to follow the sample CSV provided on the Import Data page.

Instructions

  1. Log in to Cost Recovery

  2. Navigate to the Import Data tab Import Data tab in the vertical navigation menu

  3. Download and review the sample CSV template. Use this format when importing your data. The Sample link in the paragraph below the Import Your Programs header.

  4. Use the Sample CSV template to format the program data you want to import

    Sample CSV template displaying program details including service categories and facility information.

  5. Click the Browse button The Choose File field and Browse button.

  6. Select your file and click OpenFile selection window with an example file and the Open button highlighted.

  7. Click the View Errors button, if applicable

  8. View the errors screen, each row with an error will populate here. If you have errors you can still import the data. Potential Import Errors screen with example errors

  9. Click the Start button on the Import Status page The green, rectangular Start button below the Import Status header.

  10. Navigate to the Programs tab Programs tab highlighted in the vertical navigation menu

  11. The imported data will show. From here, you can edit any incomplete programs.List of programs showing incomplete statuses and details for each entry.

Note:

To see how to edit a program, view the Edit a Program instructions.