What are the elements of other fields and transaction template?

Basic fields

• Activity Identifier - This is the element that defines the activity. In the CSV file if you leave any space in the cells below the activity identifier, it the information below will be counted for the above activity.
• Activity Title - The title for the activity. There can be only one title per activity.
• Activity Description (General) - There can only be one description per activity.
• Activity Description (Objectives) - There can be only one of these as as well, they can put together along with the other descriptions
• Activity Description (Target Groups) - There can be only one of these as as well, they can put together along with the other descriptions
• Activity Description (Others) - There can be only one of these as as well, they can put together along with the other descriptions
• Activity Status - There can be only one activity status in each activity (yy/mm/dd)
• Actual_Start_Date - Actual Start Date and Actual End Date must be Today or past days (yy/mm/dd)
• Actual_End_Date - Actual Start Date and Actual End Date must be Today or past days (yy/mm/dd)
• Planned_Start_Date - The planned start (yy/mm/dd)
• Planned_End_Date - The end date must not be before the start date
• Participating Organisation Role - Enter the role of the participating org. There can be multiple entries but role should not be repeated. Roles should be entered as 1,2,3 or 4 indicating the role.
• Participating Organisation Type - This is the type of participating organization can be either entered as number or as the type ie: government, international NGO etc
• Participating Organisation Name - The name of the participating org
• Participating Organisation Identifier - The identifier of the participating organization
• Recipient Country Code - the code for where the country in which the activity is being conducted. The codes are like for example TZ for Tanzania. There can be multiple countries for an activity.
• Recipient Country Percentage - The percent generally is counted as 100, if there are more countries it should add up to 100.
• Recipient Region Code - There can be multiple regions to an activity, region percentage should be given
• Recipient Region Percentage - If there are more than one recipient region's their percentage sum should add up to 100%. Sum of percentage of Recipient Country and Recipient Region must be equal to 100
• Sector Vocabulary - Sector vocabulary can be repeated but should not be the same
• Sector Code - Sector code differ according to the vocabulary
• Sector Percentage - If there are multiple sectors, their percentage should add up to 100

Activity Defaults

• Activity Default Currency - the default currency that is being used eg USD,CAD,EUR...
• Activity Default Language - the default language that is being used eg en,fr,de...
• Humanitarian - Yes or no/ 1 or 0

Other fields

• Policy Marker Vocabulary - There can be multiple policy marker vocabulary
• Policy Marker Code - There can be multiple policy code vocabulary. Example of code would be 1 for 'Gender equality' and 2 for 'Aid to environment'
• Policy Marker Significance - There can be multiple of these
• Activity Scope - This a numeric code to specify the activity code. (1 = Global, 2 = regional, 3 = Multi National, 4 = National, 5 = Sub national)

Budget

• Budget Type - This is numeric, there can be multiple for multiple budgets
• Budget Status - This is numeric, there can be multiple for multiple budgets
• Budget Period Start - The date should be entered in a yy/mm/dd format
• Budget Period End - Should not be before the start
• Budget Value - Value is in the currency same as default currency
• Budget Value Date - The date should be entered in a yy/mm/dd format

Transaction

• Transaction Internal Reference - The internal reference is need when multiple transactions have been entered for a particular activity
• Transaction Type - The transaction type that should be entered needs to be in a numeric format (eg: 1 for incomming funds, 2 for commitment, 3 for disbursement...)
• Transaction Date - The date has to be in yy/mm/dd format
• Transaction Value - The value of the transaction will be in the default currency set
• Transaction Value Date - The date has to be in yy/mm/dd format
• Transaction Description - Text describing the transaction
• Transaction Provider Organisation Identifier - The Identifier for the proving org
• Transaction Provider Organisation Type - The type of the provider org
• Transaction Provider Organisation Activity Identifier - The identifier
• Transaction Provider Organisation Description - Description of provider org
• Transaction Receiver Organisation Identifier - Identifier for the receiving org
• Transaction Receiver Organisation Type - The receiver org type
• Transaction Receiver Organisation Activity Identifier - Receiver org's activity identifier
• Transaction Receiver Organisation Description - Description of receiver organization
• Transaction Sector Vocabulary - The numeric sector vocabulary (1 for OECD DAC CRS) Should not be included if its there in activity level
• Transaction Sector Code - Numeric sector code Should not be included if its there in activity level
• Transaction Recipient Country Code - Recipient country code Should not be included if its there in activity level
• Transaction Recipient Region Code - Recipient region code Should not be included if its there in activity level

Back to: How to use the mass import option for uploading activities