Downloading and Completing the Template – Aware3

Download and use the Import Template to easily identify and input the necessary information needed to successfully import transactions.

Download the Template

To download the import template, 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.

Complete the Template

Open the document to view the formatting details for all data associated with an imported transaction. It is important the data you place in your file is in the same order and compliant with the guidelines in the template, and described in this article. This mock .csv file already has sample data to show you what ideal information will be needed to complete your import. Each column has a header and a second row that explains what information should be included in the column. An asterisk ( * ) indicates what columns are required.

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.

*Note: The file must be smaller than 5MB which is normally less than 15,000 records.

Columns

Transaction ID

A transaction ID must be numeric with a maximum of 10 digits. It may match an existing, non-imported, transaction in the portal. Both will live in the portal and are differentiated by their source, which can be Import, Form, Web, or Portal.

Profile GUID

A profile GUID is important to include in your import. It Identifies who made the transaction. This can be found within a user's profile.

Profile GUIDs can also be found in downloadable .csv files in the Profiles > People page in the portal. Create a filtered list and then click the Download this List button for a select number of profiles, or click the Download All button for all the profiles in your portal.

*Note: A Profile GUID or an Organization ID is required for every transaction

Organization ID

Just like profile GUID, an Organization ID is important to include in your import. To find this information, go to the Profiles > Organization page in the portal. It can be found under the column titled Organization ID.

*Note: A Profile GUID or an Organization ID is required for every transaction

Type:

This column information on the type of transaction that occurred. The import will accept values in any case matching Cash, Check, Credit or ACH.

Date

The date and time will be formatted in ISO 8601 format. The standard aims to provide a well-defined, unambiguous method of representing calendar dates and times. If no timezone is specified in your file, then your local timezone will be used. A list of US timezone offsets is provided below:
- EDT = -4:00
- EST/CDT = -5:00
- CST/MDT = -6:00
- MST/PDT = -7:00
- PST = -8:00

Amount

The amount of the transaction must be greater than 1 and less than 1,000,000.

Fund ID

Fund IDs can be found on the Giving > Fund page in the portal.

Description

An optional description regarding your transaction may contain up to 50 characters.

Comments/Notes

An optional comment/note regarding your transaction may contain up to 500 characters.

If you have any questions or need help, send us a note at support@aware3.com!