Edit Your CSV File
- Open the saved CSV file in your favorite CSV editor, such as Excel or Google Sheets.
- If your file includes a header row that describes the data in each column, remove it.
- 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".
- 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.
- For all transaction rows, enter "C" in column A, and make sure it's capitalized. This stands for charge or credit card.
- In the last, below your final transaction row, enter "F" in column A. All columns after this should be empty.
- 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:
- Save your CSV file.