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Home » Solving Your Challenge » Import Files Easily

Import Files Easily

March 10, 2016 by admin

import files

The Import Files process included in Payments2Us is a powerful feature that allows organisations to simply and quickly import payment or fundraising data from other systems you may be using. Very easy to use the Import Files Wizard and the pre-defined templates simplify the user’s task significantly and saves time.

Some Very Useful Tools

Import Files Wizard

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Pre-defined Templates

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A 3-Step process

In addition to saving time, the process contributes to data integrity and database quality.

Step 1 – Import

Upload files from a CSV file.

The inbuilt templates will automatically match CSV headers with data fields or you can select your own field mapping.

Import can handle up to 40,000 rows of data at time.

Step 2 – Check

Review the imported file in the holding tables. Check for any errors and correct if required.

Step 3 – Process

Process the imported files to create the payment transactions and history in Salesforce.

The Processing goes through the Payments2Us powerful matching and de-duping engine to align payments with existing Accounts and Contacts

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Filed Under: Solving Your Challenge

AAkonsult is a Salesforce Regisered ISV Partner specialising in Salesforce CRM & Force.com Administration, Support and Development

Why You Will Love Payments2Us

5 benefits valued by users

  • Eliminates common administration headaches of NFPs and corporates
  • Simplifies all payments by customers, donors, members, ...
  • Helps grow donations and memberships
  • Increases awareness of campaigns effectiveness and financial results
  • Supports new fundraising and sales opportunities

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Note: Payments2Us was formerly known as AAkonsultPayments. Functionality keeps improving with new releases under the new name.

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