You can upload payments and payments with new contacts into Access Charity CRM in bulk through data feeds, from a Excel spreadsheet.
To do this, follow the steps below.
Click Data tools then click File Upload.
Click One-Off then click New.
Click New then enter the name of the data feed.
Select the file then select Payment as the type of datafeed.
Click Next then create mappings for all applicable columns.
Enter the relevant dupe rules then click Save.
The following mappings are mandatory:
Payment date: The date the payment was received.
Payment type: The form of payment (Cash, Debit card etc).
Income type: Where this payment relates to. For example, an income type of Event would apply to the events module.
Amount: The value of the payment.
Acknowledgement Required: If the payment requires an acknowledgement mailing or not.
Source: Where the payment came from.
Tax claimable: Whether gift aid can be claimed against this payment or not.
It's also mandatory to upload a contact record to a payment. This can either be a new contact, or a linked one in the system through de-dupe rules.
Once you're ready to process a data feed, click De-dupe then click Validate & Post. To find the payments, under Finance, click Batches.