IO Contributions - Import: How to format a file for importing contributions

How to format a file for importing contributions

You can import contribution data into Isidore Offering by creating a CSV file in the proper format and importing the records.

Creating an Import File

  • The import file can have any name, but it must be saved in CSV (Comma-Separated Values) format.
  • In Windows, it must have a .csv (comma separated value) extension.
  • The file must contain contribution records only—no pledge records are accepted. 

To view an example of an import file, see Import File Example.

After you create the file save it to your hard drive. Make note of where you save the file because you will need to locate it when you do the import.

 

Header Information

The first row of the import file contains the header. The header is required and must contain the following information:
Table_format.png

To get a list of your Fund ID's (for the Contribution Data) and your Organization ID (for the header), see How to export a list of your funds. See this image for a sample of the output you can expect.

 

Contribution Data

Contribution data immediately follows the header row. Each contribution record occupies a single row. The following tables detail the required and optional data in a contribution record.

 

Required Contribution Data

The data required in each contribution record is identified in the following table. If a given record is missing any of this data, the system cannot import it. 
Table_format_desc.png



To get a list of your Fund ID's and your Organization ID (for the header), see How to export a list of your funds. See the following image for a sample of the output you can expect.
Export_Funds_FundID_and_OrgID.png

 

Optional Contribution Data

A contribution record can contain the data defined in the following table (exception: Column J for WeShare), but this data is not required.
Table_Format_3b_WeShare_Clear_J.png

 Back to Required Contribution Table

Import File Example

The following illustration shows you an example of an import file containing contribution data from non-ParishSOFT systems. Note that the first row contains header information. The remaining rows in the file contain contribution data in the imported records:
resulting_table.png

Top


 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.