You will need the Import permission to access the import tools.
If you keep your register transactions in a spreadsheet, you can bring them into One Church Software in bulk instead of entering them one at a time. Register entries are imported from the Import Data tool and then mapped to your accounts and funds.
Start the import
Open Settings & Tools (Cog icon in the tool-bar)
Choose Tools/Utilities > Import Data.
3. On the Import Data page, click New Import.
4. In the New Import window, set Type to Register Entries.
5. Click Browse to locate your file, or drag and drop your CSV onto the upload area.
6. After your file uploads, you can map your columns. One Church Software tries to match columns with similar names automatically. Fields with a red star are required, and any field left blank is skipped.
Tip: Use the download template file link in the top right of the window to start from a correctly formatted spreadsheet.
Tip: Split transactions are only supported through the Journal Entries import type. When using that importer, set the Data Format field to Split Entries.
The fields you can map are grouped into the sections below.
Details
Register Account - the exact name or number of an existing register account (any account in your chart of accounts that has Use as register? checked). This field is required. If using a name, it must match the system exactly; if using an account number, use the full number (for sub-accounts, the full path).
Date - the date of the entry. This field is required.
Reference # - for a check, this is the check number; otherwise it is a general reference number.
Payment Method - the payment method for the entry.
Memo - an optional note for the entry.
Payee Identifier
The payee identifier is used to attach each entry to a person or business. Use either the Person ID or the Business ID. Set only one of the mappings below.
External ID - the unique ID for the payee in an external system.
Payee ID - the unique ID for the payee in One Church Software.
Line Item Detail
Account - the exact name or number of an existing account. This field is required.
Fund - the exact name or number of an existing fund. This field is required.
Description - an optional description for the line item.
How you map the amount depends on how your spreadsheet stores it. Set Amount stored in to match your file:
Amount stored in 1 column
Both positive and negative amounts are in a single column.
Amount - a positive number is money received; a negative number is money spent. This field is required.
Amount stored in 2 columns
Positive amounts are in one column and negative amounts are in another.
Money Spent - the column holding amounts spent. This field is required.
Money Received - the column holding amounts received. This field is required.
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