Author Topic: How do I import check payments for existing members (Read 658 times)

lewis451 · May 16, 2011, 11:37:39 am

The scenario is: A number of members have paid by check and I need to have a spreadsheet that would include:
- amount paid
- date received
- new expiration date

Then import into CiviContribute/Import Contributions.

Any advice would be appreciated.

CiviTeacher.com · May 20, 2011, 01:30:56 pm

Your CSV file for import must include one of the following three things to "match" the contribution to the correct contact:

1. The email address of the contact
2. The 'internal id' or "contact id" number of the contact
3. The external id from your old database

If you can get a spreadsheet with email addresses of all the people that gave $, that is usually working fine.

PS. Are you really running that old of a version of CiviCRM?

Newer versions like 3.3.6 are excellent and have many new features. Your server must be able to handle a newer version though, maybe that is your reasoning.

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Author Topic: How do I import check payments for existing members (Read 658 times)

lewis451

How do I import check payments for existing members

CiviTeacher.com

Re: How do I import check payments for existing members