How to import CSV files
The Import files tab enables organisations to import payment transactions from virtually any system that can generate a comma separated value (CSV) file.
The import file process involves three steps:
- Preparing the import file and matching column headings in the spreadsheet with fields in Payments2Us
- Uploading and reviewing data
- Processing data to create Payment Txn's records which are processed by the Batch Processor
- Select your merchant facility
- Select the Payment Form that the data will be matched with
- Match the Import Type. This should match the source system you are importing form or you can start with your own custom mapping
- Select the source for your import File (file upload, or Copy/Paste). If this is changed, then file upload section will be changed to reflect the option selected. If you wish to email the CSV file, then see the installation manual How to setup Import Files Email Listner
- If the import file does not have the headings on the first row, then you can specify the row the headers are actually on
- Allocate a campaign (optional). If selected, then the transactions will be associated with this campaign
- If the campaign was selected and the import file includes campaign names and these campaign names don't already exist, then this option enables campaigns to be automatically created and linked to the Campaign as specified in point (6)
- Select this if the import is just to upload Contacts only. This is useful when loading Fundraisers first, then in a second import uploading the Donations for those fundraisers.
Note: If you are importing values that are part of a Global picklist, the API value needs to be used rather than the regular value. For normal restricted picklists the regular value is required. Make sure your values for both normal and Global picklists values match exactly, or this will cause an error with the import.
Ensure that mandatory fields are matched
- These mappings can be saved and used for future imports. If saving, then the best practice is to use the predefined name + short description after. For example "Australia Everyday Hero - custom"
For more information on the "Translation Code" column, see procedure: How to change values on import using Import file translation codes
For more information on the "Regular Expression" column, see procedure: How to change values on import using Regular Expressions (please note, standard support is not available for any questions on this - premium support is)