Familiarize yourself with the batch import tool by completing these 3 steps in your environment:
- Locate the Templates: Navigate to Transactions > Batch Processing (under Activities). Click Transaction Import.
- Download a Template: Look for the blue text links for the supported import types (Cash Gift, Cash Receipt, Pledge Receipt, In-Kind Donation). Click Cash Gift to download the CSV template to your computer.
- Review the Columns: Open the CSV file in Excel or a similar spreadsheet program. Observe the required column headers such as Entity Name, Date, Appeal, Gift, and Amount, which you would use to map your external data.