Importing / Exporting Batches

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This utility allows Unposted Batches to be exported to a drive and then imported back to the computer. This allows Batches to be entered off-site (at a person’s house for example) and taken back to the church for posting.

The keyword for this utility is “Unposted” Batches. This means the Batch will still be temporary and sitting in the “Offering Batches” window. After the Batch has been posted, there is no way to continue with this process.

  1. Importing and Exporting Batches is dependent on the two database copies being current with each other. For this reason, the first step in this process is backing up the church’s database to your take-home drive (usually a flash drive).
  2. Take the drive to the off-site location.
  3. Connect the drive to the PC and then start Shepherd’s Staff.
  4. From the main page, go to Utilities, and choose Restore.
  5. Choose the drive the backup is on and click Start Restore.
  6. Once the Restore is done, you can go to Contributions and create your Batch.
  7. Once you are done, “Close” the Batch but do not post it.
  8. Go to “Batches” in the menu bar and choose “Import and Export Batches.”
  9. When the window opens, choose “Export” and select the correct Batch from the grid.
  10. Choose the drive you want to export to and click “Export.”
  11. Now you can take the drive back to church for the Import process.
  12. Once you get to church, connect your drive to the computer.
  13. Start Shepherd’s Staff and open the Contributions module.
  14. Choose “Batches” from the menu bar and click on “Import and Export Batches.”
  15. When the window opens, choose “Import” and the drive you have the Batch on.
  16. Select the Batch you want to import. 
  17. Click “Import” to import the Batch.
  18. Now go to “Batches” in the menu bar and choose “Offering Batches.”
  19. You will see the Batch you just imported in this window. 
  20. At this point you can treat the Batch just as you would a normal unposted Batch.

Important: Do not do a backup from home and a restore at church. This process does not require that and it could wipe out newly entered data from the church database.

 

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