Testing an Import Once all the fields have been edited to ensure they match to Donor IDs, Designation numbers, etc., you can Test the import. Press the <Test> button. The value of a test is to allow DonorWise to verify that all of the information...
Skip Records There may be records in the import file that are not donations, such as payments or deposits. By adding a Skip Record column, you can identify any common text that can be used to identify records that are always skipped. Notice that when...
Import Batches Bank Import DonorWise can create batches using imported, comma-separated (.csv) files. These files will typically come from one of two sources: Your Bank Most ministries have some, if not all, of their contributions processed through the...
Cross References can be edited after they are assigned. Edit Cross References 1. Press the <Edit Cross References> link. 2. Select the field that has the cross reference to edit. 3. Modify the Cross Reference. 4. Press the <Save> button. Paste...
The Import Donations page allows you to view the lines in your Import file, match the fields to DonorWise fields, and match specific lines with contacts and designations. In order for the file to be imported correctly, the following things need to occur...
Adding Derived Fields A typical bank transaction has at least a date, an amount, and some sort of text. As long as this description is consistent from month-to-month for the same transaction, DonorWise can be taught to match the description with the donor...
Add Cross References Cross References are the matching between the information in your csv file and what that means to DonorWise. For example, a bank file may have a reference number 123456789; to your ministry that reference number identifies the €50...