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.

1. In Excel, open the import file (CVS or Text)
2. Verify the Credit Account Number and the Credit Transaction Distribution Amount have the same extension number.
3.  Save and close the file.
4. From The Financial Edge, Accounts Receivable, Administration, select Import records.
5. Open the import file.
6. Select the Fields tab and verify fields and extensions to ensure Credit Account Number and the Credit Transaction Distribution Amount are grouped together.
7. Click Import Now.