Import constituent donations (cash, inkind, etc..) from excel to RE batch report

It would be super helpful for my organization if we were able to import constituent data from an excel file directly into a RE Batch report, edit the report and commit the batch. Importing gift information directly into a constituents record instead of in a batch, doesn't give us the opportunity to name the gift batch, which then makes reconciliation a lot more challenging.

  • Guest
  • Mar 27 2017
  • Attach files