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1.7. How do I Import Intermediary/Conduit Contributions?
How do I Import Intermediary/Conduit Contributions?
To Import Intermediary/Conduit Contributions you will use the Advanced Contribution and Memos Import template that is found in Import Manager.
How do I download the template?
To download the template navigate to Tools >> Import Manager >>Advanced Contribution and Memos Import
Next, select click Download Template
Once the template downloads open it and begin to enter the contribution information. Then in the Intermediary RecordID column, enter the Record ID of the Intermediary/Conduit.
Please note the record must exist in Campaign Manager prior to importing. If the record does not exist in Campaign Manager create it now.
After filling in the Intermediary RecordID column with the appropriate Record ID in each transaction, fill in the Receipt Type column with Contribution.
The file should look something like this. This is only for example purposes only.
When you file is ready for importing, go back to Tools >> Import Manager >> Advanced Contribution and Memos Import and use the upload button to upload your file. Then select any additional parameters you would like applied and select a batch or create a new batch and select Start Import.
Once the import completes the transaction will be imported as Intermediary/Conduit Contributions.