Importing AutoPay data into the Workbook Converter

Before importing AutoPay data into iMIS using the Workbook Converter, you can consult the following charts to determine how best to approach the import. The paths outlined in each chart are not mutually exclusive to a single Workbook Converter import, for instance, they can be combined within one tab of the workbook.

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Tip

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Auto-renew members

Recurring donors

Auto Renew Members

Create one worksheet that contains a list of the members of each of your groups or connections.

Before you begin:

• You must set up AutoPay and the Pay Central service before importing Auto Renew Members data.
• It is recommended that you only include account details that should be active for future renewals. Even if inactive, a member defined on the Auto Renew Members worksheet will create an enrollment.
• When processing recurring members in the Workbook Converter, the option UseMultitasking must be set to FALSE. Configure UseMultitasking on the Options tab in the workbook.

Add the following information in your Auto Renew Members worksheet:

• Id
• GroupName - A group membership must exist before automatic recurring enrollments can be added. If the group membership does not already exist in iMIS, add the membership to a GroupMemberships-type worksheet. The GroupName defined in a GroupMemberships-type worksheet should also be defined in a GroupNames-type worksheet.
• StartDate – The StartDate is the date on which the recurring membership begins. This is the start date of the enrollment. To generate a new membership invoice you will use the standard membership renewal process in iMIS. This enrollment simply allows the invoice to be automatically paid based on the details of the enrollment.

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  Note

  Make sure the group membership for the member already exists in iMIS, or add the group membership to the Group Memberships worksheet.

• Amount
• Frequency – The Frequency is how often the recurring gift is renewed. Options are Yearly, Quarterly, and Monthly.
• ExternalInstructionId
• PaymentMethodName
• AccountType
• ExternalToken
• Last4Digits
• CCExpDate
• BankAccountType
• BankRoutingNumber
• BankAccountNumber

For each member, define the following on a GroupMemberships-type worksheet:

• Contact Id must exist in a Contact-type worksheet.

• Roles

• Dates

A group membership must exist before automatic recurring enrollments can be added. If the group membership does not already exist in iMIS, add the membership to a GroupMemberships-type worksheet. The GroupName defined in a GroupMemberships-type worksheet should also be defined in a GroupNames-type worksheet.

Ensure the group name is defined in the GroupName column. GroupName must be unique. Group memberships are added to existing groups. The GroupName defined in a GroupMemberships worksheet should also be defined in a GroupNames worksheet.

Notes:

• The GroupMemberships end date is used by iMIS to determine whether a membership is eligible for inclusion when processing group renewals.
• The collection day for membership renewals will be based on the StartDate defined in the Auto Renew Members worksheet.
• The AutoPay Instruction Start date for UK DD is used by Pay Central to establish the date of the first payment drafted from the account set up with AutoPay.

Recurring Donors

Create one worksheet that contains a list of donors for whom you want to generate an enrollment.

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Note

You must set up AutoPay and the Pay Central service before importing Recurring Donors data.

To generate a recurring donation enrollment, add the following information in your Recurring Donors worksheet:

• Id (required)
• StartDate – (required) The StartDate is the date on which the recurring donation will begin.
• GiftItem (product code) (required)
• Amount
• Frequency – The Frequency is how often the recurring gift is renewed. For example, a Frequency of Once means that the payment is not renewed (the payment happens Once). A Frequency of Yearly means the recurring pledge is renewed annually. Options are Yearly, Quarterly, and Monthly.
• PaymentMethodName
• ExternalInstructionId
• AccountType (required)
• ExternalToken
• Last4Digits
• CCExpDate
• BankAccountType
• BankRoutingNumber

When all entries are complete, Save and Close the workbook. The workbook must be closed when running the conversion.

Notes

• The workbook must be saved with an extension of .xlsx. You will receive an error if you attempt to convert using an .xls extension.
• If you have a column of data in a spreadsheet that should be empty, but instead contains a blank or space character (whitespace), then you will get an error during the TestOnly run. To clear a space from a cell in Excel, right-click the cell, and select Delete. To clear an entire column, it might be easier to copy the column header to the clipboard, then highlight the entire column and delete it, and then copy the column header into the first available cell at the end of line 1.