Upload Layout

The Collector CSV Upload will automatically populate header detail information based on the Processor. The origination code will be based on the content of the CSV file.

The CSV import template must be in the format as found in the Data Import Templates located within Kuali Help, but may be renamed as needed by the Processor. Once added, the file name will automatically be appended with the Processor’s NetID and timestamp. Note that compared to other import templates, the first line of this template does not require deletion before adding to the upload.

Validations will occur upon “add” and “submit”.

As CSV files are added, the Collector CSV Upload Trailer tab identifies the Total Records Uploaded (number of lines) and the Total Debit and Total Credit. In order to submit the files successfully the Total Debit Amount must equal the Total Credit Amount.



Upon successful submission, a message will appear indicating the file(s) have been submitted successfully.