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
Import date
Transaction source (deposits or checking account debits)
Deposit (reference) number. With each import, this number automatically changes to the next number in sequence.
Explanation (description)
- 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.