Once you have set up your template, funds, and settings, you can go to the import screen to perform your import. You need select the template, the payment source, the batch group and the batch before selecting the file. We require these for better organization down the road. A good practice is to name your batch group “<OldSystem> Import” and your batch the year or the month – “2017”. This allows for an easier reconciling process.
Select your file and the import should start automatically. If any of the column headers don’t match with the template you’ve selected, the app will let you know.
