Data Entry - Bank Reports

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Michele Mullikin
Michele Mullikin ✭
Eighth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Are any of you importing donor payments directly from an excel document sent from the bank you make deposits? 
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  • Claudia Sauers
    Claudia Sauers ✭
    Seventh Anniversary Facilitator 2 Name Dropper Photogenic
    Not exactly, however we use a lockbox and import our gifts based on a spreadsheet. I would imagine you could make a few tweaks to the spreadsheet to make it work, you would need to find a way to link your gifts to constituents which would involve searching for constituent ids prior to import. 

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