Easily import donation transactions from your accounting software or bank statements into the system for accurate tracking and management.
First, export transactions from Pastel, Sage, Xero, QuickBooks, or download from a bank statement or spreadsheet. Use the links below for detailed import instructions:
Import one month at a time. This allows the system to learn which contacts match your imported transaction narratives, making future imports faster and more accurate.
You can import from Pastel, Sage, QuickBooks, Xero, bank statements, or spreadsheets.
It is best to import one month at a time so the system can match contacts accurately.
Yes, as you import each month, the system learns which contacts match your transaction narratives, making future imports easier and faster.
