Preliminary Steps¶

New Setting

Prior to importing files, the System Administrator for your TouchPoint database must add the SettingID BankDepositFormat with vanco as the Setting Value.

See also

Administrative Settings

Funds

To insure that contributions are associated correctly, before importing a file, verify that the Vanco Fund ID numbers match the Fund ID numbers in TouchPoint.

See also

Fund Management

Importing the Vanco file¶

The first time you import the file, you will need to associate the contributions with a donor in TouchPoint. For subsequent imports, you will only need to associate any new donors.

Step 1

Download the file from Vanco

Step 2

Go to Finance > Upload > Batch Upload Contributions.

Click Choose File and open the saved file you downloaded. The file name will appear beside the button.

Select the Contribution Date or Posting Date and enter the default Fund Id. Click the blue Submit button.

This will create a Batch for each batch included in the file. You will be taken to the Batch Detail page for the last Batch.

Step 3

Click the pencil icon beside the first entry that does not have a donor.

In the People ID/Envelope # field, search for the person.

When you find the person, select the name and then click Save. If you do not find the person, click Add Person to add a record at that point.

Important

When you are associating a person with a donation you will select only one individual per donation. If couples give jointly, you just need to select one of them.

Tab through the fields, verifying that the correct Fund is assigned.

Step 4

Proceed as above until all contributions have been associated with a donor.

Step 5

When you have finished, click Close Batch for each Batch and select the Deposit Date.

Updated the navigation path and the steps for the current Batch Detail page.