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BMT Import Troubleshooting

Q1: Why do some imported Donation's Donors not match to existing Donors in MinistryPlatform?

The BankOne.txt file may contain an ID number for Donors. Double check that you add the Contact_ID field value from each Donor in the Platform to the third-party software system prior to you generate the file. See Third Party Setup for more information.

Also, confirm that a Donor record exists for the MinistryPlatform Contact whose Contact ID you add to the third-party system. Even with a matching Contact ID, without a Donor record, Donation will not match.

Q2: Why do some of my imported Donations not match the Program to which the Donor designated?

The BankOne.txt file may contain a one- to five-character alphanumeric field for designations. Double check that this value in the third-party system and the Programs.Account_Number field in the Platform match exactly and is five characters or less. See Third Party Setup for more information.

Q3: Why do some of my imported Donations have the wrong payment type?

The third-party system determines when they create the BankOne.txt file, which Donations go in a Batch together. When the Batch Manager Tool imports a Batch you must select the default payment type for that Batch. If your third-party vendor includes multiple payment types, you must edit the payment types for each donation where needed before you save your Batch. If needed, contact your third-party provider about improving their export and batching process.

Q4: Why don't I get the Multiple Matches Found drop-down list after importing for Donations matched to multiple Donors?

After you import but before you begin processing, make sure to click the Match Donors button. This identifies Donations matched to multiple Donors and provides the Multiple Matches Found drop-down list.

Note: We are unfamliar and unable support the various third-party systems that can generate BankOne.txt files. Depending on the nature of your support request, you might be redirected to the third-party system's support for further assistance.