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
1
Do not rename or edit the files you export from your online giving provider. If you need to rename the file for your records, please do so after you import the file into eC ChMS.
2
When you import the file please be sure to choose the correct file format -
CSV (Comma delimited).
3
We recommend you name your eC ChMS funds and your online giving provider's funds exactly the same. For example, if you have a fund named "Weekly Support" in eC ChMS, we recommend your online giving platform also use the name "Weekly Support."
Note: Fund names in eC ChMS must be 75 characters or less (including spacing and special characters). Fund names longer than 75 characters in your import file will result in an error.
4
Trying to upload the same import file multiple times will result in an error, as eC ChMS is attempting to detect & prevent duplicates from posting to your database.
5
We suggest that you set as Inactive any eC ChMS funds not currently being used. Doing so will minimize the likelihood of choosing an incorrect fund when clearing pending imports.
6
If a family's contributions are incorrectly mapped to another family or if a fund is incorrectly mapped to another fund, please notify
[email protected]. Our IT Team can then correct the mapping and move contributions to the correct family and/or fund.
7
Changing a fund name in your online giving provider's dashboard or within eC ChMS will not impact contribution mapping. However, changing the external fund ID numbers will.
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.
Import contributions by selecting Funds > Import Contributions
