Note: If your file contains multiple transactions for the same account you will want to make sure that account is already in your database or duplicate accounts will be created for each transaction. You can manually create the constituent account before importing the file or you can run an account import first.
  1. Export the details of a Transaction Search from the BBMS Web Portal, filtering on Approved MobilePay transactions in your date range, to an Excel Spreadsheet file.
  2. Remove the row that says "Blackbaud Merchant Service" row at the top of the page. The top most row should include the Column Headers and the transaction data should start on row 2.
  3. Remove any row with the Source of "Refund." These transactions will not be entered as Gifts into eTapestry. If you processed any refunds through the MobilePay app and the original Gift is in eTapestry, you will need reverse it manually. Please review How do I refund or reverse a donation?
  4. Remove the following columns from your Excel Spreadsheet of the Transaction Search details:
    • Transaction ID
    • Source
    • Currency
    • Result
    • Fees
    • Net Amount
    • Risk Score
    • Risk Threshold
    • Anonymous Proxy
    • High Risk Country
    • BIN and IP Country
    • Velocity
    • Terminal Type
    • Check Number
    • Pending Date
    • Screened for fraud
  5. Add an empty column to the right of the Account Holder column
  6. Use the Text to Columns feature to separate it into First and Last Name columns
    • Highlight the Account Holder column
    • Click the Data tab
    • Click Text to Columns
    • Choose Delimited
    • Click Next
    • Unmark the checkbox next to Tab
    • Mark the checkbox next to Space
    • Click Next
    • Click Finish
  7. Rename the Account column to First Name
  8. Rename the Holder column to Last Name
  9. Add a Name Format column to your file. You have a couple options depending on how you want to proceed:
    1. If you want all lines in the import to have a single type of Name Format, such as Individual, you will not need to add a Name Format column because we can assign them all as Individuals when importing.
    2. If the lines in your file are a mixture of Name Formats, you must add a column for "Name Format" and define each line as Individual, Family, or Business.
  10. If your file contains multiple Countries, you must separate them into different files. The import will only accept one Country at a time
  11. Save the file as a CSV (Comma Delimited) (*.csv) file type
Now that you have your file prepared, it's time to import those transactions into eTapestry. We suggest reviewing the Import Tutorial Walkthrough prior to attempting the import. You can also use the tutorial as a resource while going through the import because it allows you to move at your own pace.
  1. Log into eTapestry
  2. Click the Management tab
  3. Click Import
  4. Click a category you want to store the import template in (example: Standard eTapestry Imports)
  5. Under the Tasks menu, click New Import
  6. Name the import BBMS MobilePay Import
  7. Browse for the CSV file you just created
  8. Under Select the Type of Information to Import, choose Account Information with Single Gift
  9. Under Name Format you have a couple options based on your choice in step 9 above
    1. Click the drop down menu and choose one of the options for "Assign X to all accounts" (Individual, Family, or Business)
    2. Click the drop down menu and choose "Map from your import file" and choose the Name Format column you created
  10. Under Country choose the option based on the Country your file contains (see step 10 above)
  11. Click Next
  12. Map the necessary Names & Salutations for each Name Format from your file by clicking the green left pointing arrow to the right of each field. That opens a window that contains a list of column headers from your import file. Choose a column to map to the corresponding eTapestry field. For more help with mapping, please see our 5 Tips for Importing. For example:
    • Account Name > Click First Name, scroll down, click Space, scroll up, click Last Name
    • Sort Name > Click Last Name, scroll down, click Comma, click Space, scroll up, click First Name
    • Map all other Name and Salutation fields that you wish to add or are required by the import. For example, if the Name Format is Individual you must map at least the Account Name, Sort Name, and Last Name.
    • All of the Salutations are optional, but we do suggest filling them in. Please see our Best Practices for Titles and Salutations for information on how to map them.
  13. Under All other fields, type in values for the eTapestry fields that will be the same for all of the gifts in your file. These values must match exactly how they appear in eTapestry:
    • Persona Type (example: Personal)
    • Fund (example: General)
    • Gift Type = Credit/Debit Card
  14. Click Import Another eTapestry Field and add the following fields to the mapping screen:
    • Address Lines
    • City
    • State/Province
    • Postal Code
    • Email
    • Note (the one located under Gift Fields)
    • Credit/Debit Card Number
    • Credit/Debit Card Expiration Date
    • Credit/Debit Card Type
    • The appropriate Phone type
  15. Map the following fields by clicking the green left pointing arrow to the right of each column. You will choose the name of the column from your import file that should map onto the corresponding eTapestry field.
    • Date > Date
    • Received > Gross Amount
    • Address Lines > Address
    • City > City
    • State/Province > State
    • Postal Code > Zip Code
    • Email > Email
    • Note > Comment
    • Credit/Debit Card Number > Last 4
    • Credit/Debit Card Expiration Date > Expiry
    • Credit/Debit Card Type > Card Type
    • The appropriate Phone type > Phone
  16. Mark the Key checkbox next to Account Name. Note: The Key checks each line in your import file against existing accounts in the database. If the line matches ALL of your Keys it will show up on the Possible Duplicate Report on Step 4 of the import.
  17. Click Next
  18. On the Preview screen, verify that everything is mapping correctly into the eTapestry fields. If you see any mistakes, go back to Step 2 and revise before moving forward with the import
  19. Click Next
  20. If duplicates were found based on the Key you selected on Step 2, decide how to handle each one
  21. Click Next to run the import
When importing, the spaces are not stripped. If there is a leading or trailing space you will get an error like this one:
       We were unable to process your import because of issues with your import file.  NO DATA was added to your database including lines where there were no errors.
See Does eTapestry automatically remove extra leading and trailing spaces when importing? for how to resolve that error if it occurs.