Upload the Service Orders seed CSV downloaded from the PEP portal. This tool
fills the three blank columns — INDIVIDUAL PROVIDER ID, START DATE,
END DATE — from the matching Airtable PEP Collection record
(matched on PO # = the record's Line Item #), preserving the rest of
your file exactly, and returns the completed CSV to upload back to the portal.
Filling lesson rows is read-only and only ever fills blank cells — an
already-filled cell is never changed. The one exception is the enrollment-fee
confirm step below: confirming a $25 item sets that record's Type to
Enrollment Fee in Airtable and adds it to the CSV.
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These $25 line items look like enrollment fees. Confirm the ones to
collect — each stays checked by default. For each checked item we set its PEP
Collection Type to Enrollment Fee and add it to the CSV, filled from
the student's current-semester enrollment (provider + start date). Uncheck any that
are not enrollment fees. Items we can't resolve are still marked but can't be added to the CSV
(reason shown) — fix the data and re-run.
| PO # | Student | Amount | Provider ID | Start / End | Notes |
|---|
These rows are collectible, but their START DATE is today or in
the future. The PEP portal rejects a future-dated row ("Start date should not
surpass the current date"), so they were held out of the CSV.
No fix needed — simply re-export next cycle, once the service has started.
| PO # | Student | Amount | Start date |
|---|
These CSV rows matched a PEP Collection record, but that record is not in the Bookings "PEP Collection" view (or is not Pending) — e.g. a teacher-cancellation booking without makeups. That view is the source of truth for what is invoiceable, so these were excluded from the CSV. This is expected — no action needed unless you believe one of these should be collectible.
| PO # | Student | Amount | Why excluded |
|---|
These rows could not be fully filled (missing a required field), so they were excluded from the downloaded CSV to keep it upload-ready for the portal. Fix the underlying record (e.g. link its booking) and re-export to include them.
| PO # | Student | Amount | Why removed |
|---|
These CSV rows had a PO # that matched no PEP Collection record, so their
INDIVIDUAL PROVIDER ID / START DATE / END DATE were
left blank. This does not block the download — review them and re-run if needed.
| PO # | Student | Amount |
|---|
These Airtable records are in the Bookings "PEP Collection" view, are linked
to a PEP Collection record with Status = Pending, but did not
appear as a PO # in your seed CSV. This may indicate a sync issue — it may be
worth investigating why they weren't in the file downloaded from the PEP portal. (Informational
only — your CSV was still generated.)
| PO # (Line Item #) | Student | Amount | Status |
|---|
| PO # | Student | Result | Filled | Notes |
|---|