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How do I validate Contribution data after conversion?

Review imported Contribution data

  • Batch History:  Review imported contributions by going to Giving > Batch History. Click  "Summary" to view totals by Designation. In addition, to view detail-level contributions, click "Detail."
  • Fund Designations:  Ensure that the Tax-Deductible status has been set correctly. Go to Giving > Settings> Designations/Funds. Click on each Fund and review the “Default all contributions to Tax-Deductible” checkbox. Also, review/edit the name of the fund and the display sort order.
  • People Contributions:  You may wish to verify contribution data for a few people. Search for a person, then choose More Info > Contributions. Note that the Date Range defaults to the current year. To see past years, change the dates accordingly.
  • Batch Date:  For imported contributions, please avoid changing the Batch Date. This would have the unintended consequence of overlaying the contribution dates for each gift within the batch.