Import Transactions from Realm Giving
With a Fund Distribution List .csv file, you can import contribution transactions from Realm into ACS one batch at a time.
A .csv file is a simple text file with field values separated by commas.
Before you import each file, you can set the:
- Posting month and year
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Import date
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Transaction source (deposits or checking account debits)
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Deposit (reference) number. With each import, this number automatically changes to the next number in sequence.
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Explanation (description)
You can also print a gift list and a fund distribution report in Realm to help you complete the import.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
.
- Click Add/Edit Transactions, then click Import From Realm Giving.
- In the Import From Realm Giving window, make your selections and click Import.
- Select the .csv file and click Open.