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The Capacity Bulk Upload tool lets Center Admins load many capacity-sharing events in a single operation instead of creating each result record by hand. It is designed for situations where your center ran a series of training workshops, seminars, or other capacity-development events and needs to register them all at once — for example, at the end of a reporting cycle. The tool is available at /administration/center-admin/bulk-upload.
This tool is only accessible to users with the Center Admin role (role_id === 9) or a global Admin (role_id === 1). If you are redirected to the home page, contact your system administrator to verify your role assignment.

How the tool works

The bulk upload interface is embedded directly in the administration page using a secure iframe. The application fetches the embed URL from the platform configuration and appends your current access token automatically, so your session is passed through without requiring a separate login. If the tool displays an error message — “The bulk upload tool could not be loaded” — this usually means a token issue or a temporary service outage. Refresh the page to retry. If the problem persists, contact support.

Bulk upload workflow

1

Prepare your spreadsheet

Download the official capacity-sharing template provided by your MEL team or system administrator. The template defines the expected column structure. Common required fields include:
  • Event title — the name of the training or capacity-sharing session
  • Indicator — the result indicator this event maps to
  • Start date and end date — ISO-formatted dates for the event period
  • Number of participants — total headcount
  • Countries — one or more countries where participants are from or where the event was held
  • Delivery modality — how the event was delivered (in-person, virtual, hybrid), drawn from the CLARISA controlled list
Do not add columns or rename headers. The upload processor matches on exact field names from the template schema.
2

Open the bulk upload tool

Navigate to Administration → Center Admin → Bulk Upload in the sidebar, or go directly to /administration/center-admin/bulk-upload. Wait for the embedded tool to finish loading — a spinner is shown while the embed URL and access token are being resolved.
3

Upload your spreadsheet

Use the upload control inside the embedded tool to select your completed spreadsheet file. The tool accepts files in Excel format (.xlsx). Once selected, the tool begins parsing and validating each row against the expected schema.
4

Review validation errors

If any rows fail validation, the tool displays a per-row error list showing which column failed and why — for example, an unrecognized country code, a missing required field, or an invalid date format. Fix the flagged rows in your spreadsheet and re-upload. You do not need to re-enter rows that passed — only the corrected file needs to be uploaded again.
5

Confirm and submit

Once all rows pass validation, confirm the upload. The tool creates individual capacity-sharing result records for each row in your center’s name. The records appear in the Results Center and can be searched and edited by Center Admins and MEL Regional Experts.

Common issues

SymptomLikely causeFix
Embed shows “no embed URL was returned from configuration”The bulk upload URL has not been configured for your environmentContact your system administrator
Embed shows “could not be loaded”Expired session or temporary service issueRefresh the page; log out and back in if it persists
Row fails with an unrecognized country codeThe country value does not match the CLARISA ISO code listUse the exact country name or ISO code from the CLARISA reference
Row fails with a missing indicatorThe indicator column is blank or does not match a known indicator IDCheck the template’s indicator reference tab

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