Donation Import

Import Sources

Import donations from Pastel, Sage, Xero, QuickBooks, Bank Statement or Spreadsheet. You can import from a combination of these. Import several times a month, if needed.

Importing Donations

First export transactions from Pastel, Sage, Xero or QuickBooks. Import from a downloaded bank statement or spreadsheet.

Each of these gets imported the same way. It is best to import one month at a time. The system needs to learn which contacts match your imported narratives. Each month matching then gets easier.