Import a Batch

Bring batches from another system or CSV spreadsheet into Realm.

Managing batches is restricted to users with the permissions Enter Gifts and Post Gifts. If you enable Post Gifts, Enter Gifts is enabled automatically.
  1. In the top-left corner, click your ministry hub then Realm. Then click Giving > Contributions.
  2. Click Import from .csv.
  3. Enter all fields, click Choose File, and locate the .csv file you want to import.
  4. Click Import.
  5. If you're satisfied with how the first gift will import, click Yes, Continue.
  6. Realm will let you know when your gifts have been imported.