Bulk Update Giving Transaction Information (Batches)

Occasionally, you may have an entire Batch of Giving Transactions that must have the data amended. It can be helpful to make this change in bulk if you have many transactions within a single Batch needing to be changed. Select the option below that aligns with how you added transctions to Breeze to reveal the steps you should take.

Follow these steps to edit your Batch in a bulk format if you manually added giving transactions through the add giving transaction page.

  1.  Download a Template: 
    • Navigate to Account Settings > Bulk Tasks > Import Giving
    • Download the Template with “Generic” as your format choice
  2. Find Current Batch Information:
    • Navigate to Giving > Batches
    • Click on the Batch you want to change > Select “Download to Excel.” (Be sure to have your columns visible)
  3. Filling in the Template: 
    • Open up the Generic Template and the Download Batch Excel Files. 
    • Copy and paste data from the downloaded batch Excel document in the corresponding columns in the Template file. Be sure not to overwrite the column ids in the first row of the Generic template. 
    • Update the data that needs to be corrected. Save this file as a CSV document.
  4. Delete old Batch Data:
    • Navigate to Giving > Batches and click the “x” by the Batch you wish to amend. This will delete all transactions within that batch so that you can import the correct information.
  5. Import New Data to this Batch:
    • Navigate back to Account Settings > Bulk Tasks > Import Giving
    • Click the Import Giving button to upload your corrected Batch Excel File.

Note: The date of the contribution is what will be amended. The date shown when the Batch was opened will remain unedited.

Above Steps shown in video below:

Notice

The Contributions feature has been renamed to Giving and is now located in the main menu. 

If you are viewing a video that refers to the Contributions feature, please be aware that the information provided is still helpful and relevant but that the feature is now called Giving. 

We apologize for any confusion this change may cause, and thank you for your patience and understanding as we continue to make improvements to our platform.

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