Transaction Upload Spreadsheets

Advantage allows you to upload transactions with spreadsheets that have been populated with required information. The spreadsheets populated must come from system-generated templates or from customized templates that have been validated and uploaded to the Transaction Upload Template page. Refer to the “Transaction Upload Templates” topic in the CGI Advantage System Administration Guide for information on creating system-generated templates, and customizing, validating, and uploading templates.  

This topic covers the following areas:

  1. Download and Populate a Valid Transaction Upload Template

  2. Upload the spreadsheet to Advantage

  3. View the status of uploaded spreadsheets