Define Contribution Import Fields

Explanation

This activity is used to define fields and data in a text file which will be imported into a document so that the contribution data can be used and processed in the system automatically. Defining fields for the contribution import ensures that the correct data is introduced to the system for further processing as there is no need to enter the data manually.

Prerequisites

In order to perform this activity, a contribution import header is required to be registered in the system.

System Effects

There are no system effects.

Window

Deduction Import

Related Window Descriptions

Deduction Import

Procedure

  1. Open the Deduction Import window and find a contribution import header for which you want to define import fields.
  2. Go to the Definition tab and create a new record in order to start defining a new field.
  3. In the Column Identity field, specify an id of the column from the text file which should be imported.
  4. If the import is from a flat file, specify the beginning of the string of data for import in the Column Id field.
  5. Define the data length for the column in the Data Length field.
  6. Save the information.