Uploading MDF Fund Information

You can upload information about all your MDF Funds to Unifyr One Admin in a single action. These steps describe how to configure and upload a .CSV or .XLS (UTF-8) file containing the information.

Note

If you import from an .XLS file, Unifyr One only reads the first sheet.

1. Navigate to Partner Management > MDF > Funding Summary.
2. Click $ Import Funds on the top right-hand corner of the page.

3. In Import Funds, you can download a sample file to help you correctly format your list for upload to Unifyr One.

   

   1. Click Download our Funding Upload Template
   2. Open the .CSV file provided. It includes headings for all available fields.
   3. Populate the file with valid information, then save it in .CSV or .XLS (UTF-8) format. The maximum file size is 250MB.
4. Return to the Import Funds page in Unifyr One Admin.
5. Click Choose File and select your .CSV or .XLS file.

6. Click Import. Unifyr One will process the file and upload the information, if it is valid. See File Requirements for Funds Import below, for information.

   If you do not want to import your uploaded file, click Cancel.

7. If the file is missing required information, the import will fail. You will see a message detailing what information you need to add. Amend the source file then click Upload another file to try again.

   

   The minimum required information for a Fund is:

   • Fund Name
   • Fund Type Name (if Fund Types are in use)
   • partner identifier - SSO Company ID, Zift Partner ID or Zift Partner Name
   • Activity Start Date

   More information about the format of the file can be found in File Requirements for Funds Import below.

8. If the file is valid, the import will complete successfully. Unifyr One provides a success message, detailing the number of records that have been imported.

   

   The imported records are shown in Partner Management > MDF > Funding Summary.

File Requirements for Funds Import

Your file of Fund information must conform to these specifications (listed in the Import Funds window)

1. UTF8 .CSV or .XLS format, maximum file size 250MB
2. Required fields (minimum) to import a Fund's information - Fund Name, Fund Type Name (if Fund Types are in use), target partner identifier, Activity Start Date
3. To identify the target partner - must include at least one of the following columns: SSO Company ID, Zift Partner ID or Zift Partner Name.
4. To allocate funds to partner(s) - must include the following columns: Fund Name, Allocated Balance, Actual Balance, Approved Balance, Available Balance, Activity Start Date, Entry Deadline, Claim Due Date, Claim Outstanding Count, Pending Payments Amount, Paid Payments Amount.
5. If you are updating an existing fund with a subsequent import, ensure that the Fund Name value matches the existing name. If it doesn't match, the import will create a new fund instead.
6. Balances must be entered as an integer value in cents - for example, enter $5.00 as 500.
7. To exclude specific users from accessing funds (optional) - must include a Fund Excluded Users column, populated with a comma separated list of SSO User IDs.
8. Values left blank will be assumed as 0 cents (balances) or 0 (counts).