thankQ Help

If you have automation the websync will be uploading and downloading at the times set. Any downloads will be validated, deduped and imported. If there are any errors these will need to be manually fixed.

If you do not have automation the websync will need to be activated manually and taken through the import steps.

1.Click Websync on the Data Import form.

2.Click Validate.

3.Click Yes to continue

If there are no issues with the import e.g. no validation errors or possible dupes the import will be under the Recently Completed once imported.

A batch will be created and the payment will be added to the batch.

Locate the batch and edit the Batch Type and Approve the batch once reconciled.

For those who have committed to give regularly, a pledge will be created along with the contact. If the contact does not exist one will be created. If one does exist the data import will match as a duplicate if there is enough information to do so.

If in the setup, you have nominated to have the monies received go towards the first instalment of the pledge, instalment 1 of the newly created pledge will be loaded into a batch awaiting approval, once downloaded. From then on you would load due payments every month into a batch for processing. The next instalment that is loaded would be instalment 2.

If you have not nominated the monies go towards the first instalment of the pledge the monies will be processed as a donation and instalment 1 of the pledge will not be processed until you load due payments for that date range.

Pledges created from the web will have a prefix of W e.g. W000000017134

The batch created with the payments should be approved to close any pledge instalments.