Elvanto allows you to import transactions and pledges. We’ll guide you below.

In This Article

Download sample import file (CSV)

To view examples of how your information should be formatted, download the files below.

Download Sample CSV – Transactions
Download Sample CSV – Pledges

Things to consider

There are a couple of things to consider before importing your financial data.

Linking transactions and pledges to people

Financials need to be matched to an existing person in the database. Create a column in your import file that contains one of the following:

  • Giving Number
  • Full Name
  • Full Name (Last, First E.g: Smith, John)
  • First Name
  • Last Name

Importing Transactions

The transactions import tool can be used to import transactions and batches.

  • Person
    • Giving Number
    • Full Name
    • Full Name (Last, First E.g: Smith, John)
    • First Name
    • Last Name
  • Batch
    • Batch Name
    • Batch ID
  • Transaction
    • Transaction Date
    • Method (Cash, Check, Cheque, Credit Card, Bank Transfer, Direct Deposit, Automatic Direct Debit, Online, Other or any other custom value)
    • Cheque/Check Number (Only used if Cheque/Check is selected for Method )
    • Account (a valid Chart of Account that you created in your account)
    • Amount
    • Tax Deductible (Yes or No)
    • Memo (Notes for the individual transaction)
  • Add to Pledge
    • Pledge (Yes for transactions linked to pledges)
    • Pledge Start Date
    • Pledge Chart of Account

Importing Pledges

Pledges are estimates of monies given by people for a period of time.

  • Person
    • Giving Number
    • Full Name
    • Full Name (Last, FirstE.g: Smith, John)
    • First Name
    • Last Name
  • Pledge
    • Start Date
    • End Date
    • Account (a valid Chart of Account that you created in your account)
    • Frequency (blank for 1 time or enter Weekly, Monthly or Yearly)
    • Times (the amount of time the payment amount is to be taken)
    • Total Amount

Performing your import

To perform the import, log into your Elvanto account and navigate to the Admin Area. Click on Financial -> Import. Once the page has loaded, select your import file to upload, and choose whether you are importing ‘Transactions’ or ‘Pledges’. From here, choose your date format and click ‘Continue’.

Your import file will then upload to our server. This may take some time depending on the size of your import file and internet speed. A page will then load and ask for you to match each column to a field in Elvanto.

Double check that your columns match correctly. Once you’re happy with the way it looks, you’re good to go! Click the ‘Import’ button to go ahead. Once again, this may take some time depending on how many records you are importing.

Once your import is complete, you will receive a notification and a record of how many records were added.

Need us to review your import file?

Our customer service team can review your import file prior to you performing the import. Feel free to contact us at any time.