Calculus offers a convenient way to bulk upload payments using a CSV (Comma-Separated Values) file.
Bulk Upload Payments
1. On the left side menu, click Imports Tab, New Import.
Info: You can also click on Import button on the Add Payment Section.
2. Select Payment.
3. Download the sample CSV spreadsheet.
Here are mandatory columns to complete in the file:
- Email and/or Student ID- If you choose to link payments to via Student ID identifier, make sure that all users’ payments have Student IDs, or another identification number in the Student ID field in Calculus. Please see System and Security Settings and scroll to Import Financial Properties
- Income Type - 1042-S income code
- Income Subcategory- Select from a list of allowable income sub-types (you can refer to Subcategory column in the sample payments spreadsheet)
- Payment date (current year)
- Payment amount
4. Once your file is ready, Save it as a CSV.
5. You can either browse for the file using the upload button or simply drag and drop the file into the designated area.
6. After uploading, the system will process the file, and you'll be taken to the Imports History page.
Mapping
1. Once your file has uploaded, you can find it under the Imports History Tab.
The next step of the import process is to map the CSV file data to the Calculus Fields.
2. In the Actions column, you'll have the option to click Map and Map Columns.
3. Give the Map a name for future use and start mapping your data to the corresponding fields in Calculus. The drop-down options are the imported column headers from the CSV file.
Info: You only need the map the fields and data that you included in your file.
4. Once you completed mapping the necessary columns, scroll to the bottom, click Save and Apply.
Ready for Import
1. On the Imports History page, under actions, Click Import.
2. A pop-up will appear asking you to confirm the import action.
3. The Status Column will change to Importing.
4. When the import is complete, you'll receive a notification via the bell icon.
5. Click on the results to receive a summary of the data import. You'll be notified of any errors or duplicate records.
6. The status column will update to Imported.
Info: You can refer back to the results summary under Actions Column > View Results link.
7. Now that your records are imported, you can view the data under each individuals payment history.