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Importing a Batch

Import Batches

Note: As long as you follow the proper file format, a single file can contain transaction details from multiple days. You don't need to create separate files for each transaction date. The final row in a file must contain a count of the records and a total of all the donations. Contact Support if you need a sample of the file format.
Note: We highly recommend you use the import function while on the same network as your web server. If you try to import a file from a remote location, you may encounter a long import process, depending on the size of your file. The average import time over a local network is roughly ten minutes for a 2,000 donation file with front and back check images.
  1. Follow the instructions from your third-party application to create the file to import.
  2. Save the file to a location on your computer where you can find and upload it later.
  3. Log in to the Batch Manager Tool.
  4. Click Import.
  5. Click to browse for a file or drag your file into the Import dialog box.
    Note: Clicking Cancel at this point cancels the import and deletes any records imported to that point.
  6. Select the Batches you want to import.
  7. Update Batch properties.
  8. Click Save Selected Batches.
    All Batches and Donations are created in MinistryPlatform. The import function also attempts to match each Donation to a Donor record using the account number and routing number provided.
  9. Click Open.
  10. Click Match Donors.
  11. Finish processing the Batch as usual.
    CAUTION: Use caution when you edit a Batch produced by a third-party application. Changes made in the Batch Manager Tool only impact data in MinistryPlatform. They don't change what you recorded, transacted, or reported in your external application.
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Last updated: May 13, 2024