Importing Grant & Loan Files from COD

To run the COD Grant & Loan Import process and post records, complete the following steps:

  1. Select Import/Export in the top navigation bar to open the Import/Export menu along the left side of the page.
  2. Expand the Federal Award Processing (COD) option in the left navigation menu and select Grant & Loan Import.
  1. Select Import Files in the Grant & Loan Import header.
  2. Choose your file type depending on what type of file you wish to import.
  3. Select whether you want any newly qualified records to post that have not been previously posted. This will go through all records in the staging table and match them with a student record if possible.
  1. Select the Upload upload button icon and navigate to the local copy of the COD file to select it for upload. A message is shown in the page's lower left portion indicating the file upload has started. When the process is complete, there will be a success toast and the file will become available to select.
  2. Select the files to process within the window. If one or more of the files are not in the appropriate format, a message is displayed below the file manager and the Import button is unavailable until all selected files are valid for the type selected in step 2.

    Tip: While you can only upload a single file at a time, you can multi-select files to process by using your keyboard. If you wish to select multiple files that are listed next to one another, hold shift and select the first and last file from the list. If you wish to select multiple files not listed beside one another, hold the control key and select your desired files.

Select Import once all files selected are valid for the type of import. The Grant & Loan Import Files window is closed, and a success message is displayed in the lower left portion of the page letting you know the process has started. A separate message is displayed regardless of where you are in the system once the process has finished. Once this message is displayed, the results report is available to review. A rejects and errors report is also available if there are any rejects from COD or any errors during the import process.

Note: For information on reviewing the results reports, see COD Grant & Loan Import Results Report and COD Grant & Loan Import Rejects & Errors Report.