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Importing Contribution Data
Posted: Wed Mar 04, 2009 6:37 pm
by 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.
Re: Importing Contribution Data
Posted: Wed Mar 04, 2009 10:59 pm
by NeilZ
DavidP wrote: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.
Posted: Thu Mar 05, 2009 6:07 am
by DavidP
Neil,
Thank you very much for the reply. I will have to find out if all the leading zeros are needed.
Dave
Posted: Thu Mar 05, 2009 8:17 am
by NeilZ
DavidP wrote: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?