CNFS Offering - Import: Setting up contribution imports

How to ready ConnectNow for Contribution Imports

Try these trouble-shooting steps to allow imports into ConnectNow (CN); if you do not have Organization Admin privileges, you will have to work with your administrator.

  1. Check to see who has Organization Admin privileges (example):
    UserPermissions.png
  2. Make sure that the user doing the import has the check-box for Import checked (under the Offering section).
  3. The person with this permission setting will have a Funds tab under their Offerings tab.
    1. In the Funds tab, select the Fund Permissions button and sort with Manage by Member and check the check-box of the person doing the import; make sure that they have permission to the funds that they are importing.

      • FundsTab.png
      • FundPermissions.png
    2. After that, in the Funds tab, click on the edit button (pencil and paper icon) next to the funds to check the fund settings.
      EditFund.png
    3. Make sure the fund is not end-dated.
  4. When in the Fund settings first make sure that the fund is enabled for importing, then if it is check to see that the Fund ID is the number that the import file is using to import contributions.
    EnableImport.png
  5. If you receive error messages about not having permission to the fund it is likely that the fund # in your CSV( Excel sheet) is not the same as the Fund ID in CN, or that the fund in CN is not enabled for import
  6. If you are using anything other than Parishsoft Online Giving, your Fund ID will be in Column E:
    Ex 2:
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