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Validation

While processing the Excel file during upload, validation is built-in to check for:

• invalid file type, (e.g. user selects a word document)

• data entry (e.g. currency code entered in a number field),

• metadata (e.g. user renames a column header).

Users are provided the full list of validation checks in the Instructions tab. 

Ensure that the Budget Name is less than or equal to 31 characters to avoid an error during upload

Data Quality

If a user downloads a Budget Excel file and clears out existing data for a financial line item, then the upload process will clear information from the existing record. However, it will not delete the record.