Enter Data Source Information Fields

This section details each of the fields that are available when Setting Up External Data Sources in the Create Import Data Source page. It details what you can enter for each field, and provides examples of the data you should enter when allocating funds.

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  1. Source Name (Mandatory): Enter a name for the external data source.
  2. Use default XSD and XSL: Select the intervention you want to allocate funds to from the drop-down menu.
  3. XSD: Select the PO number for the intervention from the drop-down menu.
  4. XSL: Enter the amount of funds you want to allocate to the intervention.
  5. Deactivate Beneficiaries: Add a description to help identify the intervention or to make notes about the funds you are allocating to the intervention.
  6. Process new beneficiaries:
  7. Process beneficiaries with changes:
  8. Create dummy members:
  9. Household name unique in office:
  10. Make head of household a principal:
  11. Allow change of principal recipient:
  12. Export HH's with no data source:
  13. Default document type:
  14. Beneficiary Type (Mandatory):
    TypeDescription
    IDP 
    Returnee 
    Refugee 
    Resident 
  15. Beneficiary Unique Field (Mandatory):
  16. Parent xml source:
  17. Import fields:

Examples

In this example, we set up a data source that will be imported using an XML file.

Field

Value

Notes

Source Name    
Use default XSD and XSL    
XSD    
XSL    

Deactivate Beneficiaries

 

 

Process new beneficiaries

 

 

Process beneficiaries with changes

 

 

Create dummy members

 

 

Household name unique in office

 

 

Make head of household a principal

 

 

Allow change of principal recipient

 

 

Export HH's with no data source

 

 

Default document type

 

 

Beneficiary type

 

 

Beneficiary Unique Field

 

 

Parent xml source

 

 

Import fields