Items that can be imported into eTapestry:

Full details on each import type
  • Account information  -  This basic import allows you to create new accounts in your database.
  • Update Account Information by Account Number - Use this import to update existing accounts using the account number. You must know and include the account number on the source file.
  • Account information with single gift - Use this import to add new accounts with a one-time gift. You cannot use this import for recurring gifts or pledges, or to update existing gifts.
  • Account information with single note - Use this import to add new accounts with a journal note.
  • Account information with single contact - Use this import to add new accounts with a journal contact item.
  • Account information with single declaration - Use this import type to enter new accounts with a Gift Aid declaration. This import type is only available for customers in the United Kingdom who need to import Gift Aid declaration. You must select the United Kingdom as your locale under user preferences in order to see this import option.
  • Account information with single recurring gift schedule - Use this import to add accounts with a recurring gift schedule. Recurring gift schedules added through this import default to manual processing, and the first payment is not applied through the import.
  • Single gift by account number - Use this import to add a one-time gift to existing accounts using the account number. You must know and include the account number on the source file.
  • Single note by account number - Use this import to add a journal note to existing accounts using the account number. You must know and include the account number on the source file.
  • Single contact by account number - Use this import to add a journal contact to existing accounts using the account number. You must know and include the account number on the source file.
  • Single declaration by account number - Use this import type to enter Gift Aid declarations to existing accounts by account number. This import type is only available for customers in the United Kingdom who need to import Gift Aid declaration. You must select the United Kingdom as your locale under user preferences in order to see this import option.
  • Single recurring gift schedule by account number - Use this import to add a recurring gift schedule to existing accounts using the account number. You must know and include the account number on the source file. Recurring gift schedules added through this import default to manual processing, and the first payment is not applied through the import.
  • Update recurring gift schedule - Use this import to update the installment amount for existing recurring gift schedules. You must know and include the journal entry reference number for the recurring gift schedules you want to update.

     

Restrictions:
  • Existing personas can be updated via an import, but new personas cannot be created on existing accounts.
  • Calendar Items cannot be imported.
  • Pledge payments cannot be imported.
  • Pledges cannot be imported.
  • Only constituent accounts can be imported. Tributes, teams and user accounts cannot be created via an import.
  • You can only update recurring gift schedules that are processed manually. Recurring gift schedules that are configured to process automatically cannot be updated via import.
  • Cannot update data on an existing journal entry in eTapestry (other than manually processing recurring gift schedules).
  • Relationships cannot be imported.
  • Soft credits cannot be imported, neither standalone soft credit entries or soft credits attached to transactions.