When using the Ledger portion of Church360°, some users may want to import data from other financial software as a way of retaining and integrating historical and structural data.
Since most software can export into a CSV format, Church360° offers utilities for importing data from these types of files into four areas of Ledger:
- Chart of Accounts
- Payees (Vendors/Employees/Customers)
- Budgets
- Transactions
If an exported file is in another format (i.e. .xlsx), users can typically resave the file using most spreadsheet programs. For more information on saving a file as a CSV, please visit our article here.
Account Import Utility
When starting with a new book, users may have a list of accounts that they'd like to import instead of adding new accounts manually.
After a chart of accounts has already been imported, further imports should be done with caution.
For more information on the account importer, please visit our article here.
Payee Import Utility
When users have a list of individuals or businesses to be used in transactions, they can import a spreadsheet using either of the available Payee import utilities. Since Payees are a separate setting from books, these can be imported before or after accounts or budgets.
For accuracy in regards to Payee status, it's recommended to separate imports between people and organizations. However, this status can be edited after the import if needed.
For more information on the payee importer, please visit our article here.
Budget Import Utility
After a book's chart of accounts have been established (either from an import or created manually), budgets can be added using a spreadsheet including each account name and their annual or monthly budget amounts.
For more information on the budget importer, please visit our article here.
Transaction Import Utility
If all Payees and the full Chart of Accounts are in place, users can then also import transactions exported from another software. There are certain requirements for this data in terms of what is extracted and how it is formatted.
For more information on the transaction importer, please visit our article here.