Importacular User Guide

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Import to Banks and Financial Relationships

You can watch a video demonstration of the Banks and Financial Relationships destination here.

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 via the Bank Mapping area.

A financial relationship can only be created after you have mapped a bank and is required in order to link the bank to a gift.

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.

For additional information, please see this Knowledgebase article on the same topic.