In Contributions, you can select batches of Access ACS transactions and import these transactions into ACS People Suite. After importing, you can easily post these transactions just as you post checks and cash contributions.
If you use Access ACS, you must print the Online Giving Report and import gifts from Access ACS before closing the year.
To import transactions from Access ACS
Select Open Batch – Selects the batch into which you want to import the transactions. If you didn't already set up a batch in ACS, click Start New Batch.
Select for Importing – Selects contributions to import into ACS.
Match Record to Individual – Matches a transaction not selected for import to a record in ACS People. You can also create a new record in ACS People for new contributors.
Match Record to Organization – Matches a transaction not selected for import to a record in Organizations. You can also create a new record in Organizations for new contributors. This option only displays for Organizations clients.
Import As Anonymous – A red flag displays in the grid for a contributor who had a record that was deleted in ACS. Click Import As Anonymous to include the gift with the anonymous giver.
Deselect Record – Clears a record. Deselected records do not import into Contributions, but you can import them at a later date.
Unmatch Record – Unmatches a matched record. When unmatched, the transaction displays under Not Selected for Import, and you can match it to a record in ACS People or Organizations.
Reassign Record to Individual – Displays the Find Person window, where you can reassign the transaction to another individual's record.
Reassign Record to Organization – Displays the Find Organization window, where you can reassign the transaction to another organization's record. This option displays only if you own the Organizations module.