If you need to catch up on recording donations or wish to import donations from another giving platform, you can easily upload a batch using an Excel template. Importing donations into the Donation section of Aplos ensures that each donation is accurately tracked by donor and assigned the correct purpose. Additionally, you can create a deposit for these donations to track them in the Accounting module. Below is a simple step-by-step guide on how to import donations into Aplos.

Step 1: Download The Template

Navigate to the Contributions Screen (Donations > Contributions > Contributions) and Click the Import button. 

On this page, you will find a link to a sample Aplos contributions file. Download this file and follow the key to format your donations before importing.

Step 2: Enter Your Donations

Input the available information for each donation into the template. The required fields are the Date, Contact, Purpose, and Amount.

• Expense Amount: This optional field is available if there was a transaction fee or other expense tied to the donation that should appear in an Accounting Expense account.
• NTD Amount: This optional field can be used to note the amount of the contribution that is considered non-deductible for tax purposes, such as event tickets.
• Note: If your Contact name does not match exactly, it will create a new contact that can be merged with the correct contact later.

Step 3: Import Your File

Save your file to your computer’s desktop. Then drag and drop it to your import page. You will notice your donations listed on the bottom half of your page. From here you can make any changes to the donations, if needed then import.

1. To import all donations at once, select the donations by checking the box on the left of the donation, then click Import Selected.
2. If you see a donation you do not wish to import, you can select Hide to remove it from the import. 

Once you select Import a screen will pop up that will ask you to confirm you want to import the selected transactions. Select Import to proceed.

After your donations are imported you can go to your contributions page and create a deposit. For more information on that process, you can check out our article on Contributions and Deposits.