Lockbox Import

ANDAR contains a powerful LockBox module that can be used to mass import data into ANDAR. The LockBox is a "holding area" within ANDAR where the data is “scrubbed” before it is processed. Comma separated value (.csv) files containing corporate and individual account information as well as pledges and designations are read into a LockBox, scrubbed, and finally processed. Processing includes matching existing accounts and updating them, creating new accounts, and creating new pledges and designations.

Lockboxes are used to import employee information from corporations, and most importantly detail pledge, payment, and designation data.

The following document explains all the fields in the Header row of the .CSV file used for import. The names in the Description column appear appear on the Update Lockbox Detail window. Click on the name in the Description column to learn more about how values for the field should be formatted, and, where the values placed in the field will be stored once successfully imported.

Click here for more details.