Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article. Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - The Basics of Importing (BB73785).

Note: Before importing automatic payment plans, ensure the EFT bank has been setup on the record.


File Layout Tab:

  1. Create a data file or use an existing file.
     

    View a sample data file (AutomaticPayments.csv), which adds new automatic payment plans to existing records and update existing automatic payment plans in the sample database. You may need to widen the columns to view all of the information in a column. The sample file was tested in version 7.70.638. Other versions may vary slightly in the available fields. 

    You can save the file in any delimited format or in fixed length. However, the sample data file is in CSV format

  2. Include the following fields in your import data file (for a sample file, which includes all of these fields, refer to step 1 above). The fields in bold italics are required by The Financial Edge. The fields in italics are conditionally required. Refer to the notes below the list of fields for additional information. If necessary, include other fields in the data file that are available for this import type. 
    • Headers*
      Record Import ID, Automatic payment plan Import ID, Description, Default amount, Credit account number, Distribution amount, Schedule date,, Schedule type, Number of payments, Schedule amount, Allow payments from this EFT bank, Bank

      * Although headers are not required in The Financial Edge, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Financial Edge. 

      Note: Automatic payment plan Import ID is required to update existing records. When importing new records the column can be present in the import file and can be left blank. 

      In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros. 

  3. Import the data file using the following parameters:

    General Tab: 
    • Import Type: Automatic payment plan
    • What do you want to do? Update existing records
    • Options Import records not found as new records
    • What file do you want to import? Browse to the import file and use Automatic Payment Plan Import ID to match records in the import file with existing records
    • What is the format of this import file? Delimited - Characters separate the fields
      • Field Separators and Text Qualifiers: Comma, Quotation
      • Import Field Names: Field names are on the first line of the import file
      • Sample Import Format: Verify the first few rows of the import file 

    Fields Tab:

    In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Financial Edge Field column. If not, manually map them.

    Options/Summary Tab:

    We recommend marking all available checkboxes. At the very least, mark the Create control report option. 

    For more information, refer to How to import into The Financial Edge - The Basics of Importing (BB73785)

    • Click Import Now.