Format Your CSV File for Importing
You may work with a third party to collect donations. If the result of your process is a CSV file, you can import those donations into MinistryPlatform using the Batch Manager Tool! But first, make sure you formatted your CSV file correctly for a smooth and successful import.
Here's what you'll do:
- Save the CSV file in your third-party solution, noting all transactions that need to be imported into MinistryPlatform.
- Edit the CSV file to match the format that MinistryPlatform requires.
- Use the Batch Manager Tool to import and finalize your batch.
Important: With the Batch Manager Tool, you can import more than 1,000 records at a time, but the tool only shows 1,000 records at a time. Because the balance tabulates based on the displayed records, not the imported records, your calculations will be incorrect. Be sure to limit your imports to 1,000 records or fewer.