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Applications > Remittance > Utilities > Import Pledges

 

 

 

 

Import Pledges


 

(Optional) New pledges or apportionments can be imported from an Excel file. First you would use the Export Excel Interface File as described below. Modify this file with the pledge information as needed.  Then use the Import Excel Interface File as described below.

This Section Includes:

Export Excel Interface File

Import Excel Interface File

 

Export Excel Interface File

 

Use this option to create a file in the format necessary for importing the pledges.  See Import Excel Interface File below.

 

Export Format

Annual Pledge Only (prorated by pledge percents on company preferences)

Columns Included:

PersonID

AlternateID

Name

City

State

Area

Region

District

Pledge

Show All Activities (if 'Can pledge be made?' is checked on activity)

Columns Included:

PersonID

AlternateID

Name

City

State

Area

Region

District

Sequence

Activity

Pledge

Click the Export Excel File button to create and save the file.

 

 

Import Excel Interface File

 

Enter the required Pledge information to be applied to all imported entries. Select the file to import then click 'Import Excel File'. Upon completion, you will be notified if there are any records not able to be imported.

Begin Date:

End Date:

Frequency:

Duration:

Choose XLSX file: This is the file created using the Export Excel Interface File option.

Click the Import Excel File button to import the pledges.