Importing a File

 

 

1. Perform the steps for Searching for a Candidate or Committee.

 

The Candidate/Committee Search Results page is displayed.

 

2. Click the link in the Candidate/Committee Name column of the data grid for the Candidate or Committee you want to view.

 

The Candidate/Committee Overview page is displayed.

 

3. Click the administration tab.

 

The Candidate/Committee Administration page is displayed.

 

4. In the Import Data File section, click the import new file button.

 

The Import File page is displayed.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Click the browse... button. If you know the path and name of the file you want to import, you can type them in the import file field.

 

The Choose File dialog box is displayed.

 

2. Navigate to the folder where the file you want to import is located.

 

3. Click the file you want to import to select it. The file you want to import must be in XML or tab delimited format.

 

4. Click the open button.

 

The system closes the Choose File dialog box and populates the import file field with the specified path and file name.

 

5. Type a description of the file in the description field.

 

6. Click the View donor/payee list to display a data grid listing all the committee's Contributors/Payees/Addresses/Occupation/Employer, and if they are a Contributor, Payee or both that can be exported to Excel.

 

7. To exclude major contributions that meet the established criteria for supplemental reporting, click the if this option is checked, any major contributions in the upload file that meet the established criteria for supplemental reporting will be ignored checkbox.

 

8. To exclude independent expenditures that meet the established criteria for supplemental reporting, click the if this option is checked, any independent expenditures in the upload file that meet the established criteria for supplemental reporting will be ignored checkbox.

 

9. Type the email address where you want a confirmation report sent in the return email field. The confirmation report includes any warnings and errors that were generating during the import process.

 

10. Click the import file button. To close the page without importing the file, click the cancel button.

 

The system imports the file.

 

If...	Then...
The data is in the correct format and the import is successful...	The system displays a message indicating the import was successful. The system begins processing the file, creating and validating contribution, expenditure, loan, and loan payment records accordingly. The system creates audit records for any warnings and errors discovered during the validation process. Once processing is complete, the system sends a confirmation report to the email address you specified. The report contains information about the number of entries submitted for processing including how many were or were not processed (uploaded). The report also contains a list of warnings and errors, if any.     Click the return button to return to the Candidate/Committee Overview page.
The import is unsuccessful...	The system displays an error message. Correct the errors and repeat the import process or contact your System Administrator for assistance.