Once you have prepared your Recurring Migration data for import, you will be able to import the schedules.
|Please Note: If you use Listings in Pushpay to represent campuses you should import a separate file for each campus, otherwise you can include all transactions in a single file.|
Please see our detailed guide on how to import your schedules:
Step 1. Select source
First, you will be asked to choose the listing that you would like the recurring schedules to associated with and the file format you are uploading. Click Next when you're ready to proceed.
|Please Note: If you use listings in Pushpay to represent campuses you should export a separate file for each campus, otherwise you can include all transactions in a single file.|
Step 2. Upload file
Second, you will be prompted to upload your file(s). Click Upload once you have selected the desired file and when you're ready to proceed.
If you are missing any required data, you will receive an error message and be required to fix the file before attempting another upload. After fixing the related issues, you can click Try Again to upload the new file. In addition to any error messages, you will also receive a warning message for each missing recommended value. You can choose to ignore these warnings and proceed if that is your preference.
Step 3. Match funds
Next, you will be asked to match the funds in your file with existing Pushpay funds. If you have already set up your funds in Pushpay and they have the same names, most of the matching should be handled automatically.
Once this step is complete and all files have been uploaded, you can click Next to move on to review and confirm the Recurring Migration Settings.
Step 4. Add another file (optional)
If you have multiple files due to campuses or later identified additional schedules that you would like to migrate, you can repeat steps 1 - 3. We recommend that you upload all of your files before starting the migration.