Define Contribution Import Settings

Explanation

This activity is used to define settings for an import document for contribution data. Introducing or adjusting settings for the import ensures that the location of import file as well as the way in which the data is imported and any errors notified is known to the user.

Prerequisites

In order to perform this activity, a contribution import header along with import fields defined and in Closed status is required to be 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 document for which you want to define settings.
2. Go to the File tab and click the New button in order to start defining import settings.
3. In the Latest Imported File field, specify a name for the import file.
4. Specify a manner of importing values and notifying errors in the Line Parameters section.
5. Save the information.