Import transactions from the merchant services to RE

Gabriela Metcalfe-Smith

Hello everyone. I have been  trying to import our BB merchant transactions into RE to no avail. I have used csv documents fr importing checked by the chat consultants but I am still getting nowhere. Has any of you done this? Can someone tell me what this is? Why is there encryption language in the sample import format? Some people that donated are not constituents in RE. I have been told this would not constitute a problem and that RE would create these constituents unless they are in existance. Any help would be great!


Thank you!!!!



 

shani traum

Are you including all the fields that are required to create a new record in your import.  In other words, if addressee and salutation are normally required when creating and saving a record in RE, are you including those fields in the import?  If not, that might be the issue.


Are you sure the fund/appeal you are importing for the gifts have been created in RE already (I've missed that step before!)?


The first step I would do is to look at the exception report to see why records are being rejected.