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Getting Here
Navigation: Steward → Import
Overview
The Import wizard provides a six-step process for migrating giving data from legacy church management systems or spreadsheets. It supports CSV files and includes automatic column detection, fund matching, donor resolution, and a full review step before committing the data. The wizard handles common formats from PowerChurch, Shelby, ACS, and generic spreadsheets.
Import Steps
Step 1: Upload
| Field | Type | Description |
|---|---|---|
| File Upload* | File picker | Select a CSV file to upload. The file is parsed client-side to extract headers and preview rows. |
| Preview | Table | Shows the first few rows of the uploaded CSV to verify the file is correct. |
Step 2: Configure
| Field | Type | Description |
|---|---|---|
| Name Format* | Dropdown | How donor names appear in the CSV: "Last, First" (most common), "First Last", "Combined / Single field", or "Separate columns". |
| Default Payment Method | Dropdown | Payment method to apply if not specified per row: Auto-detect, Cash, Cheque, Online/EFT, Debit, Credit Card. |
| Service Window | Dropdown | Associate all imported transactions with a specific service window. |
Step 3: Map Columns
| Field | Type | Description |
|---|---|---|
| Column Mapping* | Dropdown per column | Map each CSV column to a system field. Auto-detected columns are pre-selected. Available system fields grouped by category: |
| Donor group | Text | Envelope #, Donor Name, First Name, Last Name. |
| Fund group | Text | One option per active fund in your tenant. Columns matching fund names are auto-detected. |
| Transaction group | Text | Payment Method, Cheque Number, Date, Note/Memo. |
| Calculated group | Text | Row Total (auto-calculated sum of fund columns). |
| Ignore | Text | Mark columns to skip during import. |
Step 4: Resolve Donors
| Field | Type | Description |
|---|---|---|
| Unresolved Donors | List | Donors from the CSV that could not be matched to existing donor records. Each shows suggested matches if available. |
| Match Donor | Button | Link the imported name to an existing donor record. |
| Create New | Button | Create a new donor record for this name. |
| Skip | Button | Import the transactions without linking to a donor. |
Step 5: Review
| Field | Type | Description |
|---|---|---|
| Import Summary | Display | Shows total rows, total amount, donor count, fund breakdown, and any warnings. |
| Transaction Preview | Table | Preview of all transactions that will be created, with donor, amount, fund, and payment method. |
| Warnings | List | Any data quality issues (e.g., missing donors, unusual amounts, duplicate rows). |
Step 6: Complete
| Field | Type | Description |
|---|---|---|
| Import Results | Display | Confirmation of imported records: transactions created, sessions created, donors matched/created. |
| View Session | Link | Link to the newly created session containing the imported transactions. |
Actions
Import a CSV File
- Click “Upload” and select your CSV file
- Review the preview to verify the data looks correct
- Configure the name format and default payment method
- Map each CSV column to the corresponding system field (auto-detected mappings are pre-filled)
- Resolve any unmatched donors by matching to existing records, creating new donors, or skipping
- Review the import summary and transaction preview
- Click “Import” to commit the data
- View the created session with all imported transactions