6.1. Importing Contributions
Home → Fundraising, Budgets, and Money Management Guide → Importing and Exporting Financial Data → Importing Contributions
Go to the Account Admin section (very top of screen) > Imports & Exports Tab > Start New Import button
Choose an Import Type of Contributions
There are two import templates you can utilize. These templates are necessary so that we can correctly map the data from your file to the correct fields within ManagedMissions.com. The templates can be downloaded via the Download Sample Template link on the import page as well as in the links at the bottom of this page. In most cases you'll have your own excel of .csv file that is a little different then the templates we have provided. In this case you will need to rearrange and rename the columns in your file to match one of our templates or copy/paste the data from your file into our template.
Update Duplicate Records Checkbox
In general, if you import the same .csv file into ManagedMissions a second time you will create duplicate contributions for your participants. The 'Update Duplicate Records will attempt to match the imported contributions to existing records and update those existing records with the new data. Extreme caution should be used when utilizing the Update Duplicate Records checkbox as it can corrupt your contribution data if not used correctly. The use of a contribution Import/Export key is required to use this feature.
Beginning Import
Click the Begin Import button to begin your import. Your records will be imported into a work table and pre-validated before the import officially begins. ManagedMissions will not move the data from the work table to the contributions table until the data has passed all pre-validations and is ready for a 100% successful import. If any errors are found in your import rows you will be guided through an process on screen to correct your errors. After each error is corrected ManagedMissions will run through its validation routines again automatically. Once there are no more errors to resolve your data will be automatically imported.
Finishing an Import in an Error State
Sometimes a pre-validation error may require you to leave the import screen. You can continue or delete a previously started import by going to Account Admin > Imports & Exports. To delete a pending import hover over the row to see the trashcan icon.