GL Import Donations from Donately Grid
Your donations are sorted by Campaign. Only donations that haven’t been previously imported will appear in the grid.
Assign Denali GL Accounts to Donately Campaigns
Donations are imported into Denali based on the fundraising campaign they came from. In this section of the window, enter the GL Accounts for each campaign.
Include 
If you don’t want to import donations from an entire campaign, uncheck the check box next to that campaign.
Campaign 
This is the name of the Donately campaign. Published campaigns and Hidden or Archived campaigns with donations in them will appear in the grid. You cannot edit this field.
GL Account (DR) 
Enter the GL account you want to debit for this campaign. After you enter the account, the field will default to that account for future imports from this campaign. You can change the account if necessary.
Opposing GL Account (CR) 
Enter the opposing GL account you want to credit for this campaign. After you enter the account, the field will default to that account for future imports from this campaign. You can change the account if necessary.
Donation Preview Grid
This grid shows all the donations that will be imported into Denali.
Include 
If you don’t want to import a donation, uncheck the check box next to that donation.
Campaign ID 
This is the campaign ID. You cannot edit this field.
Campaign 
This is the name of the campaign. You cannot edit this field.
Donation Date 
This is the date of the donation. You cannot edit this field.
Amount 
This is the amount of the donation. If the donation is not in US currency, the field will show zero and you need to enter the US dollar amount of the donation.
 
When you click OK, journal entries will be created and grouped by date. Each entry will include up to 499 donations from the same date (after 499 a new journal entry will be created), the campaign the donation came from, the amount, and the GL accounts you assigned for the campaign. You can edit the transactions in the Journal Entry window.
 
Published date: 03/18/2020