You can import transactions from a 3rd party system or from previous cycles by using the import procedure in Manage Data. Follow these steps:
Notes and Prerequisites:
You can only import transactions from individuals. Donations from orgs/pacs must be entered manually.
You must format your data into the predefined template. Currently, there is only one template for importing transactions found here. Format your data and save the file to your computer.
The import process is in two steps: 1. load and then 2. process/match
Follow these steps to load your data
- Go to Manage Data on the left
- Click the Import tab
- Select the Transactions sub-tab
- Click Contributions from Constituents
- Be sure your data is formated exactly as the template
- Once you've verified your data is consistent with the template, browse to the file on your computer
- In the details section, select all appropriate information for cycle, method, etc.
- Click upload
Once your data is loaded, it will take a few minutes to process and match against current records in your database. You will receive an email notifying you that this process is complete. There will be a link to the page where you can process/match your data. Alternatively, you can go directly to the History tab.
- When your import file has been processed, the icon for recycle will turn green and the process icon will be active.
- At this point, you can click the icon for Import (blue arrow).
- You will be presented with all of the donor records in your file. If any donors in your import file have been matched to existing records, you will see the potential matched record(s) at right.
- For each record, confirm the appropriate choice and click save matches at bottom.
- Where no matched records were found, the default is to create new
- Where only one record was found, that record is selected by default
- Where more than one record was found to exist, no selection is made
- The above makes it easy for you to scroll down immediately, before making any selections, and click 'save matched' and only process the records with known outcomes.