IO Contributions - Import: How to import offering from a 3rd party vendor

How to import Offering from a 3rd party vendor

These two things must be in place for your import file to import properly:

  1. Go to the File Import page.
    • Using the Navigator Bar, click the carrot for Imports and then select File.
      -or-
    • Using the Imports Card, select File.
      Navigate_to_File.png
  2. Import the file using either the Drag & Drop method or the Browse & Select method.Import_File_and_drag_and_Drop_File.png
    -Or-
    browse_button_open.png
  3. Once you have selected the file a page with the file name will display and the batch name will be assigned. To confirm the import, click the checkmark at the bottom of the window.
    select_file_the.png
  4. This takes you back to the Import Tab. Click the Import History tab to see the most recent import at the top. 
    Import_History.png

  5. Then click the Batch link in the right column as shown above. The Batch page will open.
    Batch_from_import_must_be_reviewed_and_closed.png

  6. You must now review and close the batch for the contributions to show up on reports and on the Contributions page. See How to flag a batch for review, How to review a batch, and How to close a batch.

 

 

 

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