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Format Your CSV File for Importing

Edit Your CSV File

  1. Open the saved CSV file in your favorite CSV editor, such as Excel or Google Sheets.
  2. If your file includes a header row that describes the data in each column, remove it.
  3. Insert a row at the top, and enter the following:
    • In row 1 column A, enter "H".
    • In row 1 column B, enter "1656".
    • In row 1 column C, enter "2".
  4. Rearrange your data columns to match the following:
    • Column A should list the Payment Type.
    • Column B should list the Donor Number or Envelope Number.
    • Column C should list the Donation Amount.
    • Column D should list the date Donations were paid.
    • Column E should list the Account Number found in Program records.
  5. For all transaction rows, enter "C" in column A, and make sure it's capitalized. This stands for charge or credit card.
  6. In the last, below your final transaction row, enter "F" in column A. All columns after this should be empty.
  7. Ensure that there are no dollar signs on any amounts and that your dates are formatted as M/DD/YYYY.
    Your file should look similar to this:

    Example of a spreadsheet with Column A showing H, C, C, C, F in respective rows; Column B showing 1656, 904, 4285, and 3903; Column C showing 2, 50, 10, and 20; Column D showing nothing in the first row, 5/11, 5/18, and 5/18; and Column E showing nothing in the first row, 3, 1, and 3

  8. Save your CSV file.
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Last updated: July 12, 2024