Step 1.
Create the activity including all users and a base amount. Once created go to the Activities page and export using the shared “Balance Update” template
This will provide you with a file with all the required fields. Be sure to export each individual activity in the group as shown below:
Step 3.
Now you should have the file ready and these are the fields you should have:
- allocationId - the activity identifier
- title - name of the activity
- owner_name - name of the user
- owner_email - email of the user
- amount - use this to update the balance of the individual activity
- comment - use this to add a comment
- sequence - this acts as a form of an unique identifier
(ie. if you upload the same file multiple times, only one transaction will process)
For example If you give each line the #1 - then all the activities will update
Then to make a revision to one line - you can give this line the #2 and keep the rest at #1
This will allow only the line with #2 to update
If another revision must be made give that line #3 and so on and so forth
Step 4.
Save the spreadsheet file as .CSV and import. To import go to Activities > Import > Import Balance Updates
Step 5.
Confirm that the activities have been updated accordingly.
