Skip to main content

Step 2 — Upload & Validate

Purpose

You upload the filled BTR template. KCFIS reads every row, applies the BTR validation rules, and decides whether the file passes (every row clean) or fails (one or more rows have errors).

Who can use this step

Submitter (own entity) and Administrator.

Step-by-step

1. Choose the file

You can either:

  • Drag and drop the file onto the upload area; or
  • Click the upload area to open the standard file picker and select the file.

Accepted formats: .xlsx (Excel) and .csv. Maximum file size is set on the server (typically 100 MB).

2. Wait for upload and validation

KCFIS shows a spinner while it uploads. After upload completes, the submission status moves through:

  • Uploaded (file received).
  • Validating (rules running — a few seconds for small files, longer for larger ones).
  • Validated or Validation Failed.

3. Read the result

KCFIS shows a summary panel with one of three outcomes:

OutcomeWhat it meansWhat happens next
All rows passed validationEvery row is clean.KCFIS auto-advances to Step 3 in read-only mode where you can review and submit.
N rows have errorsSome rows broke validation rules.KCFIS auto-advances to Step 3 in repair mode.
Upload failedWrong file type, size limit, or network error.The screen returns to Step 2 with a toast describing the error.
Expected result
  • Submissions list now shows your submission as Validated or Validation Failed.
  • You are on Step 3, Repair & Commit.

What KCFIS validates

The full rules are defined in the BTR template, but the most common categories are:

  • Required fields — every row must have Project_ID, Project_Title, Reporting_Year, etc.
  • Allowed valuesFinancial_Instrument, Climate_Use, Climate_Marker_*, NCCAP_Sector, Channel must match the published lists. See the BTR Template reference.
  • Numeric ranges — climate markers must be 0, 1, or 2; amounts must be non-negative numbers.
  • Cross-field rules — at least one of Amount_Committed_USD and Amount_Committed_KES must be present; consistency between climate use and markers; etc.

Common errors

You seeMost likely causeFix
"Unsupported file type"You uploaded a .xls, .numbers, or .ods fileSave as .xlsx or .csv and retry.
"File too large"The file exceeds the server limitSplit the file into smaller batches by entity or year.
Validation seems stuck on ValidatingBackground worker delayWait 30 seconds and refresh. If it does not move, contact Support.
All rows show errors immediatelyWrong template version, or columns renamedRe-download the latest template (Step 1) and copy your data into it.