Product: MailOmatic for Schools
Description:
This solution describes how to import payments from Diamond Mind.
Environment: All
Version: All

Answer:


NOTE: Due Blackbaud Hosting installation requirements, the ability to import payments from Diamond Mind is not available in hosting.


In The Financial Edge/Education Edge, first create a Deposit. Change the date or apply payment restrictions as normal, and click Save.

In the deposit record's macros menu, select "Import Payments".

Browse for and select the transaction file from Diamond Mind. For information on how to download transaction files, please contact Diamond Mind.

Select the "Use transaction date from file as payment date" option to use the transaction dates in the file as the payment dates in the deposit. Select the “Add payer name to comments field” to include the payer name in the transaction comments field.

Click the "Import" button to begin the import.

For additional information regarding MailOmatic for Schools, please visit the MailOmatic for Schools User Guide.