Import Fund Activities
You must have access to the Fund Setup window. If you're adding activities to a specific fund, you must have access to that fund in PDS. You are not required to import any other data before running this process. If your import file includes a fund number that has not been set up yet or if no funds have been set up in PDS yet, the fund will be added using default options.
How this process works: Once you identify the .csv file, you will match the values in that file with your PDS Office program fields. There are a few required fields, but other than that, you only have to enter information for the data you want to import into your program. No data is imported until you click Begin Import on the final tab. Your selections are automatically saved on each tab, so you can come back to this process at another time if needed.
You can use the Import Fund Activities process to import existing fund activity data from a .csv file into your PDS Office program.
The activities and, if applicable, the functions are added to the specified fund(s). If you didn't import the fund number, activities are added to the first fund in your PDS program. To view these, go to
.If needed, you can clean up your fund activity list by editing any field information and/or transferring the activities to another fund.