The File Import page lets you electronically post new pledges or contribution records into your system, eliminating the need for manual data entry. To ensure that donor payments and remittance information are correctly read and posted, you must set up a contributions file. File Import requires that you approprialy Format Files for Importing Contributions.
Overview
On the File Import page, you can importpayment information into Diocesan Development Manager and the Offering module. The illustration below identifies the main elements on the File Import page.
Permissions
Your organization must be licensed to use the Offering Module. All active users must have access to the Offering Module, Add/Edit permissions, and import permissions.
Import Tab
The Import tab is where you import lockbox files to Development Manager. Use either of the following methods to import your files:
Drag and Drop
Use this procedure to drag and drop a file:
- Find the file on your computer that you want to import.
- Select the file, but do not release the mouse button. Then, while holding the button, drag the file to the Drop file here area (see the previous illustration).
- Release the mouse button to import the file.
Browse Files Button
Use this procedure to browse files:
- Click
- Find the file you want to import. Then, select it.
- Follow your browser's procedure to import the file.
The name of the imported file appears in the File Upload field.
Note: The system will automatically generate a Batch Name for each Import. It is recommended to edit that field to a more recognizable batch name.
File Type
The required file type for the import file is .csv.
Validation Errors
After a file is imported, if any validation errors are found, the system displays a summary of them.
If validation errors are found, a table will be displayed showing the row where the error occurred and the error type (see image below). The Validation Error list can be exported by clicking . This will export the errors only on that page.
Import History Tab
The system creates a summary report for each imported file. Click this tab to view a list of reports containing details for previously imported files. The illustration below identifies the main elements on the Import History tab.
Batch Hyperlink
Each import history record contains a hyperlink to the batch created by that file. By clicking the link, you will be automatically redirected to that batch on the Batches Page.
Show Menu
The Show Menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number of records, click to display the menu entries. Then, select a value of 25, 50, or 100, as shown below:
To speed up page loading, select a lower value.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
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: takes you directly to the page number. For example, clicking 2 takes you to Page 2 in the grid.
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: takes you one page back from the page you are currently viewing.
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: takes you one page forward from the page you are currently viewing.
Showing # - # (Total Records)
The bottom right corner of the page shows which records in the grid you are currently viewing out of the total number of records across all pages of the grid. Note that the total record count in the view (Showing # - # range) varies depending on the maximum number of records selected for pagination in the Show Menu.
Updated