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88.6. Importing Conduit Contributions

Steps to Importing:

1. Import all of the individual transactions using the Import Manager. You can find more info on using this tool by going to our help file, found here.

Select a specific batch that you will import these transactions into. You can either create one prior to running the import by going to File > Batches > New Batch, and then select it during step 4, or you can create one directly from that screen.

Also in step 4, select the proper type and sub-type, which are determined based on your compliance reporting needs. Use type: Earmarked and Subtype: Directed or Non-directed.

2. Create the conduit transaction in the 360 database.  Use Type: Earmarked and Subtype: Conduit Memo.  Make sure you assign it to the same batch that you created above for the individual transactions.

3. Once all the contributions are imported and in a batch and the conduit memo has been entered, you'll need to go to Reporting > Custom Reports (QRT's) > Link All Transactions In a Batch. Choose Receipts and then choose the batch you created.  Click on Run Report.

Running that report will link all of the individual contributions to the parent/conduit contribution.