How To Import Measures

Bulk import measures from an external file into an award record.

Prerequisites: To import measures, you need a configured award, permissions to create/edit measures, and a properly formatted measures file in CSV or Excel format.

Method 1

1. Open Program Management > Awards.
2. Click the    (Import icon) in the icon bar.
3. Select and upload a CSV or Excel file. 
4. Review the import preview to verify:
   1. Columns map to the correct fields (Name, Type, Target, etc.)
   2. All required fields are filled in. 
5. Click Import.

Method 2

1. Open Grant Management > Grants.
2. Click the    (Import icon) in the icon bar.
3. Select and upload a CSV or Excel file. 
4. Review the import preview to verify:
   1. Columns map to the correct fields (Name, Type, Target, etc.)
   2. All required fields are filled in. 
5. Click Import.

Note: You can import multiple measures to multiple awards in a single file by including the Award/Grant ID in each row. To match by Measure Name instead of Measure ID, select "Do Not Import" for Measure ID and set Measure Name as the match key. Measure Names must be unique when using this option.