Fulfillment for Realm
Fulfillment for Realm is a service we provide at ACS Technologies to free up the time it takes you to print, stuff, and mail your giving statements.
If you haven't already applied to our fulfillment service, download our enrollment application before completing the steps below.
- prints, sorts, stuffs, and mails your giving statements
- eliminates the need to purchase statement materials
- conserves staff time for other projects
To ensure your contributors' statements are delivered as soon as possible, we use First-Class Mail.
Export Statements to CSV
Export statements to .csv when you want to use our Fulfillment service here at ACS Technologies.
- You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
Save Your CSV Export
Save your .csv export with the appropriate name and prepare the upload.
- Export your statements to a CSV.
Upload Your CSV to Fulfillment Services
Use our client portal to upload your .csv export to our Fulfillment services.
Save your CSV export.
Inserts
Want to include inserts with your giving statements? Review how to save and upload them here.
Inserts must be in .pdf format and can't be over three pages long. The left margin must be one inch. 350 inserts per church is the minimum.
The file name is similar to the .csv file's name. For your inserts, however, replace "RP" with "IN" (for insert) followed by your site number (6 digits) and the current month (2 digits).
Submit inserts just as you would the .csv file.