How to import single gifts by account number (includes sample data file)

We can use the Single Gift by Account Number import to add one-time gifts to the Journal of Constituents that already exist in the database.
Required Fields
  • Account Number
  • Date
  • Fund
  • Gift Type
  • Received
  • Any required fields pertaining to the Gift Type (see below)

Required Fields for Check Payment
  • Check Date
  • Check Number

Required Fields for Credit/Debit Card Payments
  • Credit/Debit Card Number (we can use the last four digits of the card)
  • Expiration Date

Required Fields for EFT Payments
  • Account Type (the only values for this field are Checking or Savings)

What we can include on a Single Gift by Account Number import
  • One time gifts from existing Constituents
  • Transaction User Defined Fields

What we cannot include on a Single Gift by Account Number import
  • Gifts from new donors who do not already have a Constituent account in the database
  • Recurring gift schedules
  • Account or Persona information, such as salutations, and email addresses
  • Information about User accounts
  • Relationships
  • Pledges and Pledge Payments
  • Existing journal entries (importing the same information as a previous entry will not update the existing entry, this import can only create new journal entries)

Steps to Import
  1. Click Management
  2. Click Import
  3. Select the category where you'd like to store the import template
  4. Click New Import
  5. Fill in a name for the import template
  6. Click Choose File/Browse Files
  7. Select the CSV file from your computer
  8. Select Single Gift by Account Number from the Type of Information to Import drop down menu
  9. Select your Multi Select Delimiter from the drop down menu; for more information please see What is the function of the Multi Select Delimiter?
  10. Click Next
  11. Click the green arrow icon next to the name of the field
  12. Select the corresponding column from the CSV file
  13. Click the link that says Import Another eTapestry Field at the bottom of the screen
  14. Click the names of the additional fields you'd like to import (for example, Check Number, Check Date, Credit Card Number)
  15. Click the green arrow icon next to the names of these fields
  16. Select the corresponding column from the CSV file
  17. Click Next
  18. Preview the layout of the information
  19. Click Next
  20. Preview the duplicates and select how you would like to handle the information (if there are no duplicates, the database will skip this step)
    • Don't Modify Any Account Info (Trust) will not change contact information or User Defined Fields for the existing account, it will only add the transaction to the Constituent's Journal)
    • Ignore this Line (Ignore) will not import any information from this line in the CSV file to eTapestry
  21. Click Next to run the import
  Single Gift by Acct. No..csv

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