Elvanto makes it easy to import your existing financial data, including transactions and pledges. This article guides you through the process.
Covered in this article:
- Download sample import file (CSV)
- Things to consider
- Linking transactions and pledges to people
- Importing transactions
- Importing pledges
- Performing your import
- Need us to review your import file?
Download Sample Import File (CSV)
To view examples of how your information should be formatted, download the files below.
Things to consider before importing your financial data:
Matching to People: Financial data must be linked to existing people in your Elvanto database. Include a column in your import file with one of the following:
- Giving Number
- Full Name
- Full Name (Last, First E.g., Smith, John)
- First Name
- Last Name
Pledge Total Amount: When importing pledges, the "Total Amount" field should reflect the amount given per frequency, not the overall pledge goal. For example, if someone pledges $100 per month, enter "100" in the Total Amount field, not the total yearly amount of $1200.
Importing Transactions
Use the transactions import tool to import transactions and batches. Here are the required fields:
Person
- Giving Number
- 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 custom value)
- Cheque/Check Number (only required if Cheque/Check is selected as the Method)
- Account (a valid Chart of Account created in your Elvanto account)
- Amount
- Tax Deductible (Yes or No)
- Memo (notes for the transaction)
Add to Pledge
- Pledge (Yes for transactions linked to pledges)
- Pledge Start Date
- Pledge Chart of Account
Importing Pledges
Pledges represent estimated giving over a specific period. Here are the required fields:
Person
-
Giving Number
-
Full Name
-
Full Name (Last, First, E.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: This field should reflect the amount given per frequency (e.g., weekly, monthly), not the total pledge goal. For example, if someone pledges $50 per week, enter "50" in this field, not the total yearly amount.
Performing Your Import
- Log into your Elvanto account and go to Admin Area > Financial > Import.
- Select your import file (CSV) and choose whether you're importing "Transactions" or "Pledges".
- Choose your date format and click "Continue".
- The page will display your data. Match each column in your file to the corresponding field in Elvanto.
- Double-check that the columns are matched correctly. Click "Import" to proceed.
- You'll receive a notification and a record of the imported records once the import is finished.
Need Us to Review Your Import File?
Our customer service team can review your import file before you perform the import. Feel free to contact us using the chat bubble below.