Add GOapply Users

The Add GOapply Users table in the GOapply area of akoyaGO is specifically designed for importing and is an exception to the recommendation above. akoyaGO supports users with an Administrator Security Role importing directly into the Add GOapply Users table. For more information on creating GOapply users through data import, reference the Add GOapply Users Knowldge Article.

 Bulk Edit Records

To bulk edit records (i.e., you are updating a group of records with the same data), you can select multiple records from a view and select the "Edit" icon from the top navigation bar:
 

 

Update your data and click Save. This will update all selected records:

Please note you do not need to be an Admin User to bulk update records; if you have edit permissions for the table, you can bulk edit.

  Data Import - Creating New Records

Importing data into akoyaGO can be complex and carries a high risk of creating duplicate records or introducing errors. The process involves many steps, and even small mistakes can lead to significant issues.

Our best practice is to avoid importing data on your own.

If you are entering data in a spreadsheet, it is strongly recommended that you enter the information directly into akoyaGO instead. Direct entry reduces the likelihood of errors, ensures greater accuracy, and helps maintain data integrity across the system.

We recognize that there may be instances where you receive data already formatted as a spreadsheet or CSV file - such as from another grant or scholarship application platform or a gift management system - that needs to be entered into akoyaGO. While we strongly recommend against performing data imports on your own, if you choose to proceed despite this guidance, please refer to the Microsoft instructions provided below.

If this applies to you and you choose to proceed with your own data import despite our recommendation, you may choose to reference instructions provided by Microsoft: Microsoft Learn - Import accounts, leads, or other data

Some important items to consider if you are creating new records through data import: 

• A separate import is needed for each related record. For example, if you are importing a spreadsheet of Requests, but those Requests have related Applicant - Constituents and Primary Contact - Contacts, that would require three data imports (one for Constituents, one for Contacts, one for Requests). 
• If you need to enter data into a spreadsheet, it’s best to input it directly into akoyaGO as noted above.
• You cannot import an external spreadsheet to update existing records unless the spreadsheet originated and was exported from akoyaGO. Importing is only useful for creating new records. See the Excel Online - Updating Existing Records section below for more information on updating existing records.
• If your data already exists in a spreadsheet or .CSV file, akoyaGO can prepare an estimate to complete the import on your behalf. This is considered billable new work. If you would like to request a data import, please enter a support case through GOsupport to begin this process.

  Excel Online - Updating Existing Records

Another type of Data Import (also limited to Admin Users) is editing in Excel Online. Editing in Excel Online refers to the ability to open and modify your records directly in an Excel interface without leaving akoyaGO. This is particularly helpful if you need to update records in different ways, for example if you are copying data from one field into another. If you are updating multiple records the same way, for example if you are setting the same Date Acknowledged for multiple Requests, you should not utilize Excel Online and should instead follow the Bulk Edit Records section below. 

For more information on utilizing Excel Online, you may choose to reference instructions provided by Microsoft: Microsoft Learn - Open your app data in Excel Online.