Use iMIS Friendraising to import Friendraising event registrations, donations, and contacts via Export Files downloaded from the Friendraising Administration Console.
Note: The steps in this section are based on the default configuration of Friendraising. Your view of the product may not match these steps if your organization has implemented this feature in another way.
To import, process, and post Friendraising data
1. Import the Friendraising export file. Depending on your setup, you either download the file manually or automatically:
□ Manual download, using the File Importer For Web Services iPart:
■ Download the Friendraising export file from your Friendraising Administration Console.
■ In iMIS, navigate to Tools > Friendraising > Imports.
■ Select XML file from the File Format list.
■ Browse for the export file that you just downloaded, and then click Upload.
■ The file is added to the list under the File Name column and is updated with a timestamp.
□ Automatic download, using the Friendraising Importer iPart:
■ In iMIS, navigate to Tools > Friendraising > Imports.
■ Click .
The file is added to the list under the File Name column and is updated with a timestamp.
2. From the file list, click Process on the line of the file you imported.
When you click Process, iMIS uses your mappings to process the registrations and gifts in the Friendraising export file, and it removes the import file from the File list. One of two scenarios may occur:
□ Import succeeds:
■ Success - [import file name].log is created in the Log Viewer. The log lists each transaction that successfully posted.
□ Import fails (one or more transactions could not be processed):
■ Warnings - [import file name].log is created in the Log Viewer. The log lists each transaction that could not be processed and any payments that have been successfully posted. Review the error messages to determine how to resolve the problems.
■ [import file name] - error - [timestamp].xml is created in the File list. This file contains only those transactions that could not be processed. After you resolve the problems listed in the Warnings log file, Process this file to complete the import.
3. From Desktop, navigate to AR/Cash > Manage batches.
Imported Friendraising transactions are automatically placed in system-generated batches that are created based on the date the import took place. All of the transactions from a single day are placed in a batch named Auto-Created, created by AUTOBATCH. This batch may contain other auto-created transactions. If today's Friendraising batch is closed, and a new import takes place, a new batch is created with today's date.
4. To review the imported Friendraising transactions, select the appropriate Auto-Created batch and click Print Selected.
5. To post the batch, click Post Selected.