Import and Finalize Your Batch
- In MinistryPlatform, click the bookmarks icon at the top, and select Batch Manager.The BMT displays in a new browser tab.
- Click Batch, and select Import.
- Drag and drop your formatted CSV file into the window.If your file is formatted correctly, the data from your CSV file displays.
- Select the check box for the batch you want to import.
- Confirm that the Default Campus (Congregation or Parish), Default Program, and Payment Type are correct.
- If your import file contains multiple Congregations or Parishes, select the option.
- Click Save Selected Batches.It may take a few moments to import the batch.
- When the import finishes, click Open.
- Confirm all the data from your file was imported.
- If needed:
- Correct any transactions that don't display in green.
- Add any additional transactions.
- Once all transactions display in green, you are ready to finalize the batch! Click Batch, and select Finalize.
- Click Finalize to confirm.