Importing Contributions
IN THIS ARTICLE:
Import Contributions
1
First, using the platform from your online giving provider download a .csv file containing the online contributions you wish to record within your eCatholic ChMS database.
2
Within the ChMS, select Funds via the top navigation bar and select Contribution Imports.
3
After clicking + Import Contributions..., a small window will appear. From the drop-down menu select the name of your online giving provider. Then click the Choose File button and browse to your downloads folder. (If you can't find your download easily, click on the modified data column until sorted in descending order, which will put the .csv file from your online giving provider at the top of the list).
4
Select the file and click Import.
Important Note: The Choose File button will prompt your computer to show the .csv files in your computer. If you downloaded a different kind of file from your online giving provider, it will not appear as an option to select after clicking Choose File.
If you're having trouble with exporting the correct file from your online giving provider, please reach out to them for assistance.
Note: If you have the correct file from your online giving provider but are unsure which name to select from the drop-down menu, please reach out to [email protected] and include the file in your email.
5
The ChMS will use its mapping procedures to attempt to match the contributions to the correct family records and funds. It will then take you to any unmapped funds that are pending further instruction in Funds > Contribution Imports these are contributions it could not match to the correct family records and/or funds.
Note: Once the contributions have been successfully mapped to the correct family records and funds, imported batches will not appear within the Batch Contributions page. When in Contribution Imports, however, we recommend taking note of the Batch ID - found at the end of the URL and in your web browser's tab - should you need to find this imported batch in the future.
6
If any Unknown Families or Unknown Funds appear when viewing this imported batch in Contribution Imports, please follow the steps in article How to Clear Pending Imports to match contributions to the correct family records and funds. After doing this, you're all done! The imported contributions will appear in the family records, funds, and reports as expected.
Rules for Import Files
Note: Fund names in eC ChMS must be 50 characters or less (including spacing and special characters). Fund names longer than 50 characters in your import file will result in an error.
Important Note: If you choose to change external fund ID numbers on your provider's dashboard for funds that have already been mapped within the ChMS, please contact [email protected]. Our Support Team will need to know the new external fund ID number(s) and the name(s) of the fund(s) so our IT Team can revise the mapping.