Editing Data in CAMS

This article outlines how to edit your data in CAMS, including both individual and bulk edits. You can make changes using the in-app interface or by downloading, editing, and re-uploading your data.

For Admins or Editors

Step-by-step: Editing data

From the homepage, select the module that contains the data you want to edit. This will open the relevant data set.
In the left-hand menu, open the Hierarchy tab and select the level you want to edit.
Click the drop-down arrow beside that level and choose Edit Data.
Use the search or filter options to locate the records you want to edit.
To edit a single record, click the green pencil icon next to the entry. After making your changes, select Save to apply the updates.

Bulk editing via spreadsheet

After locating the records you wish to edit, click the Download button at the bottom of the page.
Save and open the spreadsheet on your device.
Make your changes directly in the spreadsheet. Do not change the ‘Id’ column, as it is used by CAMS to match existing records.
Return to the Edit Data tab and click the Import button to upload the updated spreadsheet.
CAMS will scan the file and display any errors in a separate window. Each issue will be listed line-by-line.

Fixing errors

Click Correction Sheet to download a file showing the issues. Problem areas will be highlighted in red.
Make corrections based on the system’s suggestions, save the spreadsheet, and upload it again using the Import button.
Repeat this process until all errors have been resolved.

Once your file is error-free:

Click Confirm to apply your changes.
Your updated records will be saved to the database.

Additional Notes

Do not alter or delete the ‘Id’ column in the spreadsheet. This column ensures the system edits the correct entries.
You can return to this process at any time to make further changes.

Need Help?

Click the Help? button at the bottom of the page to contact our support team. We are ready to assist with any questions about editing data in CAMS.

For more detailed guides, visit our support centre for additional resources.

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