Please complete the steps here BEFORE proceeding with these steps.
Step 1: Download this import template.
Step 2: Verify that all referenced fields included in the import file exist in the database.
- Campus This should match the exact campus name you created for the church including any spaces.
- Contribution Sources This should match the Description field. If the desired source does not exist, create it. But please consider limiting the # of sources across all churches for simplified reporting.
- Contribution Type This should match the Id column for the Contribution Type. If the desired type does not exist, create it. But please consider limiting the # of types across all churches for simplified reporting.
- FundId This should match the Fund Id for the target Fund.
Step 3: Verify that the expected datatype is included for these fields.
- CheckNo is only expecting numerical values.
Step 4: Consider populating the Batch Description with a formula of Legacy - AccountCode - DepositeDate - Contribution Source.
Step 5: Verify that all Individual IDs on the Gift and Pledge tabs exist on the People tab. Alternatively, if this is a subsequent import, ensure that those Individual IDs exist as an extra value on the desired person records that already exist. And then be sure NOT to check the box Inserts Only so it will check for existing contacts.
Step 6: Confirm that your Individual IDs are unique across any possible prior import for the entire instance. This is because the import utility looks for prior Individual IDs if Inserts Only is not checked. As a best practice, it is strongly recommended to add a prefix of the Account Code to all Individual IDs to help ensure they are unique by church.
Step 7: Each member of a household should have a common Family ID to ensure they are placed in the same household account in the database.
Step 8: Complete a test import via https://tpeimportsandbox.tpsdb.com/. Encounter an error? Email gethelp@solertiaelabs.com or open a ticket here Create Ticket.
Step 9: Once Step 8 is verified, complete a final import via https://portal.1.episcopal.ministryconnect.cloud/uploadexcelips.