How to Import Payments into Student Billing (Includes Sample File)

Using a spreadsheet, it's possible to bring large quantities of Payments into Student Billing.
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.
For introductory information, please see How to import - the basics of importing. NOTE: This article refers to the general term Record ID.  Record ID is the same as Student ID, Individual ID, Faculty/Staff ID, Organization ID, etc.

1.  Ensure that a new Deposit has been created in Records, Deposits.  Note the Deposit ID (this is below the Deposit Number on the Deposit Record.  If it is blank, it will need to be manually entered)
2.  Create an Excel File (.CSV Format) containing at minimum the following column headers in order: Record ID (or Record Import ID), Deposit ID, Payment Date, Payment Method, Amount

NOTE: Should you desire to add additional information, some example fields would be: Comment, Credit Card Number

3.  In Administration, Import Records, start a new Payment Import
4.  Select to Import New Records, Validate Only, then pick your Data File
5.  On the Fields tab, map each field from the Excel file with the correpsonding system Field on the left side
6.  Select to Validate Now, and verify that no Exceptions occur
7.  On the General tab, uncheck the Validate Only box, then select Import Now

For further information on Importing, please refer to our Import Guide.
  Import Payment.xlsx

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