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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Format Your CSV File for Importing

Import and Finalize Your Batch

  1. In MinistryPlatform, click the bookmarks icon at the top, and select Batch Manager.
    The BMT displays in a new browser tab.
  2. Click Batch, and select Import.
  3. Drag and drop your formatted CSV file into the window.
    If your file is formatted correctly, the data from your CSV file displays.
  4. Select the check box for the batch you want to import.
  5. Confirm that the Default Campus (Congregation or Parish), Default Program, and Payment Type are correct.
  6. If your import file contains multiple Congregations or Parishes, select the option.
  7. Click Save Selected Batches.
    It may take a few moments to import the batch.
  8. When the import finishes, click Open.
  9. Confirm all the data from your file was imported.
  10. If needed:
    1. Correct any transactions that don't display in green.
    2. Add any additional transactions.
  11. Once all transactions display in green, you are ready to finalize the batch! Click Batch, and select Finalize.
  12. Click Finalize to confirm.
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Last updated: July 12, 2024