The purpose of the file loader option is to update the credit grid for a large number of units by uploading a ready file rather than by manually updating each unit.
The data in the file will overwrite the information in the system, if there are units in the system that are not in the file, then they will not be changed
Limitations
Units:
The units that will appear in the file must already be in the system. The file is intended to update only the KWH and not to create new units.
User:
Users with "Full” permission will be able to view the button and upload the file
It is necessary for the user to have permission at least to view the cluster/group that the unit belongs to
File:
The file must be in CSV format
The file must contain only two columns with the following titles - Units ID and Updated KWH
The rows under the column titles should not be blank
Units IDs should not contain thousands or decimal points
The KWH can be expressed as decimal with or without a thousand separator
The updated KWH value and the unit ID cannot be negative
Updated KWH value and unit ID must be numerical
File Uploading Process
Prepare the CSV file in accordance with the limitations listed above
Open the Galooli Apps solution and enter the “Grid Oracle” menu
Select "Load From File”
Upload the prepared CSV file
5. Accept the warning message
6. After the file has been uploaded, a validation process will begin:
If the unit ID isn’t valid the validation will fail. It may occur for one of the following reasons:
The user does not have permission to view the unit
The unit does not exist or has been removed from the organization
If the kWh value is < 0 the validation will fail.
7. You should receive a success message at the end of the process. If your message is not successful,
please check the requirements listed at the beginning of the document.
8. Following the successful upload process the user will receive an email from Galooli.
As soon as you click the link, you will be able to download a file containing information about the status of the upload process as well as the reasons for the failure.
File Loader Success and Error Messages
Success Result
The units have been updated and an email has been sent to the user
Partial Success Result
Units have been updated, but an email has not been sent to the user
Failure