Importacular User Guide

  1. Home
  2. Docs
  3. Importacular User Guide
  4. Import to Banks and Financial Relationships

Import to Banks and Financial Relationships

In order to import a financial relationship for a constituent there must also be an associated bank. This bank can also be imported or it can already exist. In any event the bank must be found by Importacular.

On the Bank tab you are able to create a bank mapping irrespective of whether or not there are any constituent mappings. A financial relationship can only be created when there is both a bank and a constituent mapped.

Note:  There is a lot of inconsistency in RE around banks and financial relationships. Because Importacular takes the labels that appear in RE, unfortunately some of the inconsistencies will also be transferred to Importacular. For the sake of this documentation, we refer to the bricks and mortar company as the “Bank” and the account that a constituent has at that bank as the financial relationship.

Articles