Upload methods

This task card discusses the following:

Bulk file upload
Reference data section
Reference data administration functions
- File upload XML schema
- Reference data
- Outlets and program activities data
Uploaded files section
System-to-system
- Access to staging / testing environment
- Back up data files
Client IDs and change of upload methods
Reminder for the end of reporting period for bulk XML and system-to-system uploads

Key highlights

Ensure that the client ID does not include any personal information that can identify the client.
Download the file upload XML schema and reference data files regularly to ensure you have up to date data codes.
Maximum file size uploads for bulk XML is 10MB. Upload your data on a regular basis rather than all at once to avoid delays in uploading to the Data Exchange.
Be aware of the ‘Pending’ and ‘Processing’ status stages.
Ensure that client IDs are different or start after the last ID number created if changing upload methods.