AdventistGiving Import from a File

This method will import any report, even from previous months (though Jewel will date the deposit in the current month).

First, read AdventistGiving Information so you know which report you need to print. Then follow these steps.

1. Log in to your AdventistGiving account.
2. Click on “Treasurer Portal”. You will see the Deposits screen, with your list of Official Deposit Reports.
3. Find the report you need to enter into Jewel, based on the Cut-Off Date.
4. Click on Download for that report.
5. Click on one of the file versions. (The PDF version is easier for treasurers to understand, but the CSV is easier for Jewel, and imports more correctly and consistently. If the PDF won't work or gives errors, try the CSV.)
6. Note where your computer saves the file, or save it to your AdventistGiving folder. Also note that the last 8 digits of the filename are the Cut-off Date of the Deposit Report in YYYYMMDD format. This will help you locate the file you need later.
7. Back in Jewel, click Start New Offering.
8. Click Import Offering. You do not need to fill in the date and the offering total, as Jewel will receive this information from AdventistGiving.
9. Click Import from a File. You do not need to enter your email or password.
10. Find and select the Official Deposit Report you just downloaded, making sure you get the right date (last 8 digits of the filename), then click Open.
11. Any accounts that appear in red must be "mapped". Select the account you wish to map and click Map Account. Select the Jewel account that corresponds to the AdventistGiving account you are mapping, or add a new Jewel account, then click OK. Click here for detailed mapping instructions.
12. Any donors that appear in red must be mapped. Select the donor you wish to map and click Map Donor. Select the existing Jewel donor that corresponds to the AdventistGiving donor you are mapping, or add a new Jewel donor, then click OK. Click here for detailed mapping instructions.
13. Once you don't see any more red, all accounts and donors have been mapped. Note that Jewel will remember all mappings for future imports, so this step will get significantly easier over time. Click OK to move on to the Make Deposit screen.
14. Check that all deposit information looks correct, including that the Checks Total matches the Deposit Total (if they don't, it is probably a mapping error and you'll need to contact tech support), and click OK to record the deposit.