Importing Contribution Data

[DavidP]

Can someone tell me the format for the CSV file needed to import contributions. The manual I have says it can be done but does not explain the format. I know the 4 items needed are but do not know the order of the items.

date (what format) mmddyy mm-dd-yy ???
envelope#
fund
amount

Manual says data can be imported from floppy disk. Will a thumb drive work???

Thanks for any help.

[NeilZ]

Can someone tell me the format for the CSV file needed to import contributions. The manual I have says it can be done but does not explain the format. I know the 4 items needed are but do not know the order of the items.

date (what format) mmddyy mm-dd-yy ???
envelope#
fund
amount

Manual says data can be imported from floppy disk. Will a thumb drive work???

Thanks for any help.

If you select Import Contributions a dialog will appear that lists the data order, type, width, and whether a decimal is needed on a numeric item.

The format is as follows: Env Number, Amount, Date and Fund Number

The date format would have to be in standard DBMS format of YYYYMMDD.

For example, to show a contribution of $70 from envelope #100 to fund 3, on Jan 1 2009, the record would be:

00100,000007000,20090101,00003



Clicking next will bring you to a dialog where you can browse your computer for the file you want to import.

[DavidP]

Neil,

Thank you very much for the reply. I will have to find out if all the leading zeros are needed.

Dave

[NeilZ]

Neil,

Thank you very much for the reply. I will have to find out if all the leading zeros are needed.

Dave

They may or may not be. I'm basing what I put down on the field requirements as listed.

Jeff, Zorak ?? Can you give an example of an input line?