Did You Know you can make bulk adjustments to Coop Funds?

by Posted on

Reduce time spent making manual changes to coop funds with Bulk Coop Import. This bulk import feature allows you to add, remove, or reset the quantity of coop funds available to users on the portal. 

Bulk Coop Import gives you all the same options as a manual coop adjustment and uses a template to make data upload easy. Use the bulk import template to specify an adjustment amount either by user or by user group. Optionally, use the Bucket column to specify a coop bucket to apply the adjustment to.

Benefits to the Client

  • Eliminate time spent making one-by-one adjustments to coop fund amounts.
  • Bulk adjust coop funds for either specific users or user groups.
  • Make bulk adjustments to fund amounts in coop buckets.

How It Works 

Bulk Coop Import is a front-end option available to users with portal admin privileges. To perform a bulk coop adjustment:

  • Go to Admin / Setup / Coop.
  • Click the Bulk Coop Import button in the upper-right corner.
  • Use the Download Template button to get a load sheet for the import.
  • Fill in the load sheet, following the instructions seen on the bulk import page:
    • Use EITHER the Username or the User Group column to specify the recipients of fund adjustments.
    • For the Type and Reason columns, make sure to use one of the options as listed in the instructions exactly as written (i.e. for a manual adjustment, type “ManualAdjustment”.)
    • The Bucket and Comment columns are optional.
  • Upload the completed load sheet and if there are no errors to correct, click continue to process the import. 

If you have any questions or need support, you can contact our support team at: support@propago.com

Find all of our Did You Knows here: Knowledge Library

Published by Austin Wyman