*Effective 11/1/2021- Award Module is no longer being offered as an add on module. If you are interested in learning more about how Fundriver can help you track scholarship awards and recipients, check out Fundriver Impact*
This article provides step-by-step directions on how to use the Award / Recipient Module.
1. Download the Award Import Template here.
Important note: Some clients have a custom label applied to the 'Department' field. This custom label will not show on the Awards Module Template, it is critical to not make any modifications to the header row of the template.
The following fields on the import are required:
Award Date - All dates entered will import as the last day of the month (example: 3/15 will import as 3/31).
Department (also known as College) - If left blank will be imported as None. None must have set up as a category prior to import or an error will return.
Amount - If left blank will import with 0.
GLID - Must be entered as an existing GLID Number.
Award Type - Can not be blank, this will return an error. New award types can be added on this template and imported.
Major - If left blank will be imported as None. None must have set up as a category prior to import or an error will return. New majors can be added on this template and imported.
All other fields entered as blanks will import as blanks.
2. Populate the template and save somewhere you can access it.
3. In Fundriver, go to ACTIVITY > TRANSACTION ENTRY > GL IMPORT.
4. Select AWARDS IMPORT in the IMPORT TYPE field drop down.5. Choose the file you created, and click upload.