How do I make a CSV file to upload households?
CSV templates are available to both State and Local LIHEAP Agencies on the household upload page.
1) CSV File Upload
The Connector provides a CSV file template to allow for the bulk upload of household information. This file can be opened in Microsoft Excel, Google Sheets, or similar programs. This option allows for multiple interested households to be uploaded to the Connector at one time.
Click on the “Households” tab at the top of the dashboard, then click the “CSV FILE UPLOAD” button. Here, you will find resources to help you format and upload your spreadsheet.
First, download the template. The template contains all required and optional household data fields that can be input for upload in the Connector. Optional fields do not need to be filled in for the file to successfully upload household data.
Depending on the State, the number of columns that appear on the template may look different than this example. Columns M-T are used to indicate the presence of a household prioritization factor. A State may choose not to track one or more of these factors. Prioritization factors that States do not track will not appear on that State’s CSV template.
After entering new household data, save the file, then you can either drag and drop the file into the Connector, or you can click “Process CSV File” and select the spreadsheet containing your household data from your local files.
The Connector will analyze the data and add the households to your list. All the data must match the expected values provided in the template.
Templates will vary by state depending on prioritization factors requested by State LIHEAP Administrators. The template can be opened in any spreadsheet editing software and includes instructions for populating information. Household information must be formatted in a way that the Energy Connector can process, or the upload will be rejected. If the CSV file fails to upload, you will be notified on-screen of which information must be corrected.