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.

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.

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.

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.