For the Initial Import, you will need to remove all transaction information from the .CSV file, leaving only account information. For this example, the first file will include separate columns for Name Format, Persona Type, First Name, Last Name, Address, City, State, Postal Code, Email and Phone Number. For a list of the import required fields, please see https://www.blackbaud.com/support/howto/coveo/etapestry/ETAPImportTypesRequiredFields.html. If your file contains account information for donors from multiple countries, we need to create a separate CSV file for each Country.
  1. Click Management
  2. Click Import
  3. Select the category where you'd like to store the template
  4. Click New Import
  5. Name the template Account Information
  6. Click Choose File
  7. Select the first CSV file that you'd like to import (the one with account information) from your computer files
  8. Select Account Information for the Type of Information to Import
  9. Select Map From File from the Name Format drop down menu
  10. In the pop up window, click Name Format (please note, this pop up window links to the columns in your CSV file so we will only have a Name Format link if this field is a column in the CSV file)
  11. Select the Country
  12. Click Next
  13. Click the green arrow icon to the right of the First Name field
  14. Click First Name in the pop up window; you will notice that the First Name field populates with the column name
  15. Click the green arrow icon to the right of the Last Name field
  16. Click Last Name in the pop up window
  17. Select Use Auto Generated Data Entry Rules from the Account Name and Sort Name drop down menus
  18. Click Import Another eTapestry Field at the bottom of the page and click Address, City, State, Postal Code, Email and Phone_Voice. Click Close in the top right side of this box.
  19. Click on the white paper with the green arrow to the right of each of these fields to map the field to your spreadsheet column
  20. Mark the Key checkbox to the left of the Last Name, Account Name, and Sort Name fields
  21. Click Next; you may receive a notice that you have not mapped all of your fields. Once you confirm that you have mapped the fields from your spreadsheet to the corresponding field, click OK.
  22. Review the Preview page
  23. Click Next
  24. This page will identify any existing account that may match an account on your spreadsheet. Verify the matching accounts are correct and select if you would like to merge, replace or ignore each existing account. For more information about this step, please see https://www.blackbaud.com/support/howto/coveo/etapestry/tkETAPImportStepFour.html 
  25. Click Next to Run the import. Keep in mind that the import process cannot stop or be undone.
 
Once we've completed the import, the next process involves exporting the accounts that were in your first import out of the database, so that we can capture the account number that is assigned to their account. This will help you in importing their multiple gifts.

First, we will create a query to find all of the imported accounts:
  1. Click Queries
  2. Click Manage Queries
  3. Click on a category that you want to store this query in
  4. Click New Query under the tasks menu
  5. Name the query Account Information Import
  6. Set the Starting Query to Base/All Constituents
  7. Set the Data Return Type to Accounts 
  8. Under Matching Options select Match Each Criteria
  9. Select UDF’s-Constituent from the Browse Fields drop down menu and click on Data Source
  10. Click Show Disabled
  11. Select the import that corresponds with the date and time of your account information import
  12. Click Save and Preview
  13. Click Choose Columns on the query preview page
  14. Mark the Account Number checkbox
  15. Unmark the Address, Phone and Email. The only fields you should have selected are Account Number and Name.
  16. Click Apply Changes to get back to the Query Preview
  17. Click Export Results
  18. Select .csv Download as your Format and click Export
 
Next, we will add all of the transaction information into the Excel file that we downloaded. NOTE: We must have an Account Number for every transaction. For more information on what columns are required for a gift import, please see www.blackbaud.com/support/howto/coveo/etapestry/ETAPImportTypesRequiredFields.html. Once you've added the Account Number to each transaction row, save the file in CSV format.

Last, we'll import the CSV file that contains the Account Numbers and transaction information:
  1. Click Management
  2. Click Import
  3. Under Import Templates, click New Import
  4. Name the template Gift Information
  5. Select the file to import and upload the .csv file that has the account number and gift information
  6. Under Select the Type of Information to Import, select Single Gift by Account Number
  7. Click Next to get to Step 2 Map Your Import File
  8. Map the following fields, by clicking on the white paper with the green arrow that is to the far right of each one of these fields:
  • Account Number
  • Date
  • Received
  • Fund
  • Gift Type
  1. To add additional fields, click Import Another eTapestry Field
  2. Select the additional fields you would like to include. NOTE: if we import credit/debit card transactions, we must also include a value for credit/debit card number and expiration date because these are required fields when we create credit card entries; if we import check transactions, we must also include a value for check number and check date because these are required fields when we create check entries
  3. Map the additional fields by clicking the white paper icon with the green arrow that is to the far right of each one of the fields.
  4. Click Next
  5. Review the Preview page
  6. Click Next
  7. On the Possible Duplicates Report under Apply to All, select Don’t Modify Any Account Info (Trust)
  8. Click Next to Run the Import. Keep in mind that the import process cannot stop or be undone.