Import EDX

Import EDX Awards is a Jenzabar SONIS utility that allows users to import loan, scholarship, grants, and other award information to student accounts from EDExpress. Once awards have been assigned, they can be disbursed by importing files through the EDExpress Direct Import and EDExpress Pell Import utilities.

Administrators will also need to set up Import T-Codes for use with the EDExpress system. Navigate to Import T-Codes under the Systems tab and click Add to begin creating the codes.

Select EDExpress Direct or EDExpress Pell from the Importer Code Desc dropdown menu and click the Submit button.

On the following page, select the appropriate T-code from the T-code dropdown menu. T-codes can be added or deleted through the Transaction Codes utility under the Systems tab.

Next, Select a loan code from the Loan Code dropdown menu. There are four loan codes that can be imported through the EDExpress Direct Import utility: Subsidized Federal Stafford Loans, Unsubsidized Federal Stafford Loans, Graduate Loans, and Plus Loans. The EDExpress Pell Import utility is for Pell loans only. Select the appropriate Award ID that corresponds to the selected Loan Code and click the Submit button.

Repeat the process with each Award ID until all five types are set up.

There are three different export file types that can be created from EDExpress: an Award file containing loans and scholarships that have been awarded to students, and two files showing when and how the money from these awards has been disbursed, one for Direct Disbursement and one for Pell Grant Disbursement. To create an award file, click Browse from the top menu and then Packaging under the Tools subsection. A new window will open displaying the packaging. Click on the Awarded Funds By Term tab at the top of the window.

Next, right-click on the Term Description column. Type of the name of the field type that's being exported in the Find What box. Click Filter to display only these field types and then Close to close the window.

To continue the process, right-click on the Term Description column again and select Export Grid to File.

A window opens allowing the user to specify the format of the file. Uncheck the box marked Include field names as first row and chose Comma Delimiter from the Select Delimiter dropdown menu. Click Okay to proceed.

Choose a place to save the export file and provide it with a name that will allow it to be easily identified.

Navigate to the Import EDX utility under the Financials tab.

Once the proper boxes have been checked and/or unchecked, click Submit to finish the import process. A summary page will appear showing files that are added, not added, and unchanged.

The preview page lists the Name of each student in the file, the Fund providing the award, the number of the Disbursement, the Period of Enrollment when the award was given, the Amount of the award, and the Previous Amounts awarded to this student from this fund if applicable. The far left-hand column includes checkboxes that allow the administrator to disinclude any record they wish to leave out of the import. These boxes are all checked by default unless the award has already been given in SONIS, in which case they're greyed out. The top box of the column can be used to check or uncheck all the boxes.

Once the correct file, year, and preview option have been selected, click the "Submit" button to proceed.

Users also have the option to view a list of the awards that are not included in the import by clicking on the corresponding blue link. This link will take the user to a new page. User the back button on the web browser to return.

The utility also includes options for what kind of preview should be viewed once the file has been submitted. Users can choose to view the results of the entire import file by selecting All, only the new items by selecting New, only the updated items by selecting Update, only the items with errors that are preventing them from posting to SONIS by selecting Can't Post, or no preview at all by selecting Skip Preview.

Select the correct year from the School Year dropdown menu.

Click the Browse button, locate the file to be imported, and click on it twice to select it.

Voids

Awards imported through EDExpress can be voided by importing the same award again for the same student but with a $0.00 amount. Only awards that have not been posted to transactions will be voided. Awards to be voided are marked with two red + symbols on the preview page.