This article will go over how to use ACS in conjunction with Pushpay.
If you use ACS as your database, let us know by telling your Customer Success representative or by clicking the Submit a request button in the upper right corner of this page. We will need to activate the export on your account. You will also need to enter the correct Fund Code to properly map your export files to your ChMS. You can learn more about Funds here. Once that is done, you will be able to follow the steps below.
Exporting from Pushpay
Option A) Export from Transactions
- Navigate to the Transactions section in Pushpay
- Choose which transactions you would like to export by filtering by name, email, date range, listing, and/or payment method.
- Choose Export and then Export to ACS.
- A screen may display asking you to enter in ID's for any givers that you haven't identified yet. These ID's are found in ACS and are usually referred to as an Envelope Number
- Enter in any missing Envelope ID's from ACS into Pushpay in the Your ID text box on the export screen (once you enter the all of the ID's, click Update and next to save).
Please Note: This ID will be stored against that person's Pushpay account for future gifts.
- Once you have finished resolving any givers that don't have IDs, you will be returned to the Transactions page. Simply choose Export and then Export to ACS and download the export file onto your computer (usually your Downloads folder).
|Tip: You can also assign these IDs beforehand within the Community section under Pushpay accounts.|
Option B) Export from Batch Reconciliation
- Navigate to the Community section.
- For both Registered and Guest Pushpayers, for all listings, select the People lacking an ID button and select View. These IDs are found in ACS and are usually referred to as an Envelope Number. Enter the missing IDs into this field by clicking the pencil, then saving with the check mark or pressing the return key.
Please Note: If you manage more than one listing for your organization (alternate campus or missions page), you will need to repeat this step for each listing.
- Navigate to the Batch Reconciliation tab
- Locate the batch(es) you would like to export. For individual batches, press the Export button next to the batch. For a range of batches, enter in the date range and select the type of transactions (Card and Bank), then press Export at the top. Then select ACSPeopleSuite, which will download the export file onto your computer (usually your Downloads folder).
Importing into ACS
The following steps happen in ACS, and have been gathered from this support page:
- Under Manage Records, click Enter/Post Contributions from under the Contributions tab.
- In the Enter/Post Transactions window, click Import Transactions, then File Import.
- In the File Type drop-down list, select Comma Separated Values.
- Uncheck Omit first record? as our file does not contain a header row, then select the appropriate Payment Type.
- In the Select Open Batch drop-down list, select the batch you want to import the transactions into. If you didn't create a batch yet, click Start New Batch.
- Enter the appropriate options for your New Batch, then press OK.
- Verify the settings for the import, then click Import.
Problem: You are receiving I/O error 32.
Solution: The file cannot be open on your computer when you are importing. Simply close the file on your computer and try again.
Problem: You are having trouble identifying your Fund Codes
Solution: Verify your Fund Cods by printing a Fund Detail Listing. You can find instructions for doing so here.