The Electronic Offering Import (EOI) utility allows you to import offerings from a CSV or TXT file. These files can be created in Excel, but they need to be saved as a CSV (do not save as CSV UTF-8 (Comma delimited) (*.csv) file type) or TXT. These files also must have the following columns:
» “Membernum” is the person’s envelope number in Shepherd’s Staff. A single giver with multiple offerings will need to have each offering listed out separately.
» “Ffundnumber” is the number of the fund the offering is going toward. This number needs to match the fund that is in Shepherd’s Staff.
» “Fdate” is the date of the offering. Having multiple dates in this column will still create a single batch.
» “Famount” is the amount of the offering.
» “Fcheck_number” is the check number (if the offering was given via check).
Here is how to import an EOI file:
- In Contributions, select “Batches” in the menu toolbar, then “Electronic Offering Import (E.O.I.)”.
- Click the “Select” button to select the file to import. This will open a file browser so you can navigate to the file and select it. When you have chosen your file, click “Open”.
- Click “Verify”. This will check the file for any issues. A warning message will explain any issues that are found.
- After the file is verified, you can create a batch, which will show up in the Offering Batch view and can be edited if needed.
