Upload a scholarship-payment CSV export. Each row is upserted into the Airtable
PEP Collection table (matched on Line Item #), with a 1:1
booking match. Always run Preview first — nothing is written until you click
Apply.
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These PEP names from the CSV didn't match any student. Pick the correct
existing student for each, then Save & re-preview.
Selecting a student writes the PEP name into that student's
PEP Student Name field, so this import — and every future one —
matches it automatically. No new students are created.
Start typing a name to search; last-name matches are listed first.
PEP name (from CSV)
Rows
Link to existing student
Writes PEP Student Name on the selected students, then re-runs Preview.
3. Apply changes
This writes to Airtable. Resolve unmatched students above first, then Apply. Re-preview if you change the file.
4. Result
Line Item #
Action
Record
Status
5. Auto-link PEP Collection → Bookings
Runs over the entire PEP Collection table (not just this upload):
it finds each unlinked, Pending record a matching booking
(same student, same amount), then copies the booking's Start/End Date
and the teacher's Individual Provider ID onto the record.
Always Preview first — nothing is written until you click
Apply auto-link.
Stopped — safety check failed.
One or more unlinked PEP records are not “Pending”.
Nothing was linked. Investigate why these are unlinked, then re-run.
Line Item #
Student
Status
Why flagged
Would link
Line Item #
Student
Booking
Fields to write
Overwrites / notes
Leftovers — need manual resolution
Line Item #
Student
Amount
Why unmatched
Writes booking links + fields to Airtable. Preview must be current.