Import transaction information into your admin portal to quickly and easily keep track of transactions that have occurred outside your portal! Import new transactions or update previously imported transactions all in one place.
Download Import Template
To import a list of transactions, click your organization's name at the top left of your portal, then select Data Import. On the Cash, Check, Credit, or ACH tile, click the Download Template link.
This puts a .csv template into your downloads folder. Open the template in a spreadsheet program (like Excel), and enter the appropriate information into each column. Fill in one row per transaction and delete all sample data. Leave only the header row from the original template and the transaction information you'd like to import.
If you have trouble deciding what information belongs on the template, Read this list of required field explanations.
Begin Your Import
Once you have downloaded the template and added the information required for each transaction, return to the Data Import page. Click the purple Start Import button.
You should now see the window below:
Click the purple Choose File button and navigate to the local folder on your computer to select your completed .csv file. Click the Begin Import button to start importing the data. After the import starts, the system displays a message to confirm that you’ve begun the process. When the import finishes, the system sends you the results in an email message.
*NOTE: If you use Excel your file should be a .csv file, but if you use a different spreadsheet program, you may have to export the file to a .csv file.
If all records in the file do not import successfully, you must update the file and begin the process again. In the second revision of the .csv file, you need not include any records that succeeded in the first attempt.
If the import is successful, the email will indicate the number of new transactions imported successfully, and how many existing transactions were updated. If the import failed, the email will include a list of issues that occurred and on what line of the .csv file they occurred. Read this article for a detailed explanation of each error.
After you’ve successfully imported the list of transactions, you can view them on the Giving > Transactions page in your portal. The newly imported transactions appear at the top of the table with the value Import in the Source column. This lets you identify imported transactions quickly and easily.
You may filter your transactions table results solely by transactions with a source of Import by choosing the Filter By menu > Source > Import.
If you have any questions or need help, send us a note at firstname.lastname@example.org!