Importing a Batch
Import files created from third-party products.
Supported File Types
- XML files (generated from RemitPlus or AR Express only)
- BankOne.txt (various third-party services)
- ParishSoft.csv (various third-party services)
Third Party Setup
Here are some one-time setup steps to automatically match Donors and Distributions during import:
- Ensure the Account Number for any MinistryPlatform Program record you want to match with an imported donation is no more than five alphanumeric characters. Also, ensure that this code is in the correct location in the third-party system.
- Assign the MinistryPlatform Contact record ID to the imported donor in the correct location in the third-party system.
- For churches who use RemitPlus and Envelope Numbers, assign the MinistryPlatform Envelope Number of the imported Donor in the correct location in RemitPlus.