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15.7. FAQ: How do I Import JFC/Partnership Contributions?
FAQ: How do I Import JFC/Partnership Contributions?
This knowledge book will give you step-by-step instructions on how to import JFC/Partnership Contributions using the Import Manager. By using this method multiple JFC Contributions and their Memo Transactions can accurately be imported at the same time!
1. Downloading the Template
In order to import JFC/Partnership Contributions a Standard Aristotle Import Template must be used. At this time, using the "Advanced Contribution and Memos Import" standard import template is the only way to import JFC/Partnerships.
To Download the "Advanced Contribution and Memos Import" standard import template:
Go to Tools > Import Manager > Select Advanced Contribution and Memos Import
Select Download Template:
2. Entering the Parent Organization to the Template
The Parent Organization that the contributions came from should be entered on the template. List all of the information regarding the Contribution necessary, including Organization Name, Committee ID, Address, Contribution Date, Contribution Amount, Etc...
Once all of the basic information has been entered there are two important columns to be filled out to ensure the JFC/Partnership Contributions import properly. The Receipt Type and Group SEQ are the columns that need to be entered accurately for the transaction grouping to be successful.
The Receipt Type for the Parent Contribution should be: Contribution
Set the Group SEQ to match the Memo Transactions: 1, 2, 3, etc.....
(Please note that there are columns hidden for these examples)
3. Entering the JFC/Partnership Memos to the Template
The Individuals that contributed to the JFC/Partnership Contribution should be entered on the template. List all of the information regarding the Contributions necessary, including First Name, Last Name, Employer, Occupation, Address, Contribution Date, Contribution Amount, Etc...
Once all of the basic information has been entered there are two important columns to be filled out to ensure the JFC/Partnership Contributions import properly. The Receipt Type and Group SEQ are the columns that need to be entered accurately for the transaction grouping to be successful.
The Receipt Type for the Memos should be: JFC/Partnership
Set the Group SEQ to match the Parent Transaction: 1, 2, 3, etc.....
(Please note that there are columns hidden for these examples)
4. Importing the Completed Template
Now that the Advanced Contribution and Memos Import Template has been completed, it can be imported to Campaign Manager using the Import Manager! Please note that these templates can have a lot of data to import and possible that it will take a few minutes for the import to complete. You can view the progress on the Import History page with the progress bar.
Go to Tools > Import Manager
- Select the "Advanced Contribution and Memos Import" Template
- Select Choose File, navigate to your saved template and select "Upload File"
- Select the Record Matching you prefer (Auto Merge is recommended to not create duplicates records)
- Select Standardize Addresses, if you prefer
- Select any additional parameters for the transactions on the template, if necessary. We always recommend selecting a batch or creating a new batch.
- Select Start Import to begin the import