diff --git a/app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb b/app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb
index 0dbd25c46..ce514045b 100644
--- a/app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb
+++ b/app/views/bulk_upload_lettings_logs/forms/prepare_your_file_2023.html.erb
@@ -9,27 +9,29 @@
Upload lettings logs in bulk (<%= @form.year_combo %>)
Prepare your file
+ <%= govuk_link_to "Read the full guidance", bulk_upload_lettings_log_path(id: "guidance", form: { year: @form.year }) %> before you start if you have not used bulk upload before.
Download template
Use one of these templates to upload logs for 2023/24:
-
- <%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
+ <%= govuk_link_to "Download the new template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
-
- <%= govuk_link_to "Legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
+ <%= govuk_link_to "Download the legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
Create your file
- - Fill in the template with CORE data from your housing management system according to the <%= govuk_link_to "Lettings #{@form.year_combo} Bulk Upload Specification", @form.specification_path %>.
+ - Fill in the template with data from your housing management system. Your data should go below the headers, with one row per log. Leave column A blank - the bulk upload fields start in column B.
+ - Make sure each column of your data aligns with the matching headers above. You may need to reorder your data.
+ - Use the <%= govuk_link_to "Lettings #{@form.year_combo} Bulk Upload Specification", @form.specification_path %> to check your data is in the correct format.
- Username field: To assign a log to someone else, enter the email address they use to log into CORE.
- - Headers: If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers.
- - If you have to manually enter large volumes of data into the bulk upload template, we recommend creating logs directly in the service instead. <%= govuk_link_to "Find out more about exporting your data", bulk_upload_lettings_log_path(id: "guidance", form: { year: @form.year }) %>.
+ - If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers. If you remove the headers, you should also remove the blank column A.
<%= govuk_inset_text(text: "You can upload both general needs and supported housing logs in the same file for 2023/24 data.") %>
diff --git a/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb
index 0d2d8831c..f1a881748 100644
--- a/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb
+++ b/app/views/bulk_upload_sales_logs/forms/prepare_your_file_2023.html.erb
@@ -9,20 +9,22 @@
Upload sales logs in bulk (<%= @form.year_combo %>)
Prepare your file
+ <%= govuk_link_to "Read the full guidance", bulk_upload_sales_log_path(id: "guidance", form: { year: @form.year }) %> before you start if you have not used bulk upload before.
Download template
- - <%= govuk_link_to "New template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
- - <%= govuk_link_to "Legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
+ - <%= govuk_link_to "Download the new template", @form.template_path %>: In this template, the questions are in the same order as the 2023/24 paper form and web form.
+ - <%= govuk_link_to "Download the legacy template", @form.legacy_template_path %>: In this template, the questions are in the same order as the 2022/23 template, with new questions added on to the end.
+ There are 7 or 8 rows of content in the templates. These rows are called the ‘headers’. They contain the CORE form questions and guidance about which questions are required and how to format your answers.
Create your file
- - Fill in the template with CORE data from your housing management system according to the <%= govuk_link_to "Sales #{@form.year_combo} Bulk Upload Specification", @form.specification_path %>.
+ - Fill in the template with data from your housing management system. Your data should go below the headers, with one row per log. The bulk upload fields start at column B. Leave column A blank.
+ - Make sure each column of your data aligns with the matching headers above. You may need to reorder your data.
+ - Use the <%= govuk_link_to "Sales #{@form.year_combo} Bulk Upload Specification", @form.specification_path %> to check your data is in the correct format.
- Username field: To assign a log to someone else, enter the email address they use to log into CORE.
- - Headers: If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers.
- - If you have to manually enter large volumes of data into the bulk upload template, we recommend creating logs directly in the service instead. <%= govuk_link_to "Find out more about exporting your data", bulk_upload_sales_log_path(id: "guidance", form: { year: @form.year }) %>.
- - If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers.
+ - If you are using the new template, keep the headers. If you are using the legacy template, you can either keep or remove the headers. If you remove the headers, you should also remove the blank column A.
Save your file
@@ -30,7 +32,7 @@
Save your file as a CSV.
Your file should now be ready to upload.
-
+
<%= f.govuk_submit %>
<% end %>