Understanding the CSV Format
Focus Nextsteps relies on specific column headers in order to properly read a csv file and identify the data elements. There are four columns that must exist in the CSV.
- ExternalIdentifier - This is the Member / Envelope number in FellowshipOne that is associated with a person. Every row must have a member / envelope ID.
- FundCode - The fundcode is used to map a value to a Fund/Subfund combination in Fellowship One. Please read the section about creating new fund codes.
- Amount - This is the amount of the contribution
- ReceivedDate - The date of the contribution. This will go in as the received date in Fellowship One
The columns specified above need to be entered exactly how they are shown. Any other columns will be ignored.
Giving uploads allows for a csv file to be uploaded to Focus NextSteps that will move contribution data over to your ChMS. Using the column headers and fund codes, Focus NextSteps can identify where contribution receipts should be attributed within your ChMS.
How it works
Focus NextSteps asks questions in the setup to understand what data should be inserted and where. Fundcodes are import as they map values in the csv to a Fund / Subfund combination in Fellowship One. When a new batch is created, questions are asked that will directly impact the way data is inserted into Fellowship One. Please read "Creating Batches" for information.
Based on the information that is provided, NextSteps will search for a person within Fellowship One based on the "Member/Env. #" (ExternalIdentifier). If a person is found with that number, a contribution will be created based on the data in the csv.