When you export giving from CashApp, the output file will be similar, but not the same as the ChMeetings import template.
To successfully import giving from CashApp to ChMeetings, you must edit the file as follows:
Rename the following columns:
| CashApp Column Header | ChMeetings Column Header |
|---|---|
| Transaction Type | Payment Method (Please insert the payment methods first before importing anything from Contributions=> Payment Methods.) |
| Net Amount | Amount |
| Amount | Rename to anything to avoid conflict with the previous column. |
Add a “Batch Number” column:
It is mandatory to add a new column, called Batch Number. You must assign a batch number to each transaction; either incrementally or using the same number for all records.
To assign incremental batch numbers, you must sort the records by date and assign the numbers as required.
Otherwise, you can enter the same batch number for all records and then perform the import.
If a batch number you enter in the import file already exists in ChMeetings, records will be imported into that batch number and merged with existing ones. Please take note of this and use new batch numbers if you don’t want this to occur.
Run the import
Once making these changes, please follow the import process from the Import Giving tool.