The Payments template is used to import Payments to your Contacts. You can either use the Vega Contact ID, ScoperID or First name, last name and email address to identify the Contact to add the payment history to.
This template will create a new contact if a match is not found. When creating a new contact with this template there is the option to include two contact attributes also. The contact will be given your organisation default statuses.
If you are starting a new import then you will need to download the spreadsheet template and populate it with your data.
There are three sheets on this import template to allow you to also define different distributions and attributes on the payments.
Payments sheet
The first sheet in the template will import standard payments with the distribution matching the details entered here if the other sheets are not used. The amount entered on this sheet should always be the total payment amount.
| Template FieldName | Field Type (Length) | Notes |
| ID | number | This is used, where provided, to match to the correct Contact in Vega using their Vega ID. |
| ScoperID | nvarchar(20) | This is used, where provided, to match to the correct Contact in Vega using their Org ID. |
| First Name | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| Last Name | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| Email Address | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| BatchCode | nvarchar(150) |
This is a required field. This will be the batch the payment is recorded in, it can be a current batch to add the payment to or a new one to create. |
| PaymentDate | datetime |
This is a required field. The date the payment was processed in the date format dd-mmm-yyyy, for example, 10-OCT-2016. |
| Amount | money |
This is a required field. The amount of the payment. |
| CampaignAction | nvarchar(150) |
This is a required field. The name of the Campaign Action that the payment should be coded to. This can be set to a current campaign action matching the header below or a new one, which will be added in Engage. |
| Campaign | nvarchar(150) |
This is a required field. The name of the Campaign Header that the payment should be coded to. This can be set to a current campaign header with matching action above or a new one, which will be added in Engage. |
| Category | nvarchar(150) |
This is a required field. The name of the Category/ GL Code that the payment should be coded to. This can be set to a current GL Code or a new one which will be created. |
| PaymentType | nvarchar(50) |
This is a required field. This must be one of the valid Pay Types configured in Vega, such as Cash, Cheque etc. |
| Bank | nvarchar(50) | For cheque and bank deposits optionally enter the Bank code for the payment. |
| Branch | nvarchar(50) | For cheque and bank deposits optionally enter the Branch code for the payment. |
| Account | nvarchar(50) | For cheque and bank deposits optionally enter the Account code for the payment. |
| AccountName | nvarchar(50) | For cheque and bank deposits optionally enter the account name. |
| ReceiptNo | nvarchar(50) | An external receipt number for the payment can be entered here. If left blank the payment will have a vega receipt number generated for it depending on your Admin Receipt Settings and any assigned document. |
| ReceiptDate | datetime | Receipt date of payment. Defaults to payment date if empty. |
| Status | nvarchar(50) | tatus of payment. Options are Payment Successful, Posted, Payment Declined, Payment Cancelled. Will be processed as Payment Successful if left blank. |
| PayDetails | nvarchar(500) | Notes on the payment to be recorded on payment form under Pay Details |
| GiftFromFirstName | nvarchar(150) | For Membership payments, optionally enter the first name of the Contact who gifted the membership. |
| GiftFromLastName | nvarchar(150) | For Membership payments, optionally enter the last name of the Contact who gifted the membership. |
| GiftFromEmailAddress | nvarchar(150) | For Membership payments, optionally enter the email address of the Contact who gifted the membership. |
| Particulars | nvarchar(50) | Particulars for the payment. |
| Reference | nvarchar(50) | Reference for the payment. When using the distributions or attribute sheets, this is used to match and should be a unique value. |
| Code | nvarchar(50) | Code for the payment. |
| PledgeAmount | money | If payment is a pledge then how much was the initial pledge. |
| RecurrenceReference | nvarchar(50) |
When a payment should be associated with a recurrence, enter the reference of the recurring payment here. |
| Alert Note | nvarchar |
Detail entered here will be recorded as the Alert on the contact. |
| Attribute Group 1 | nvarchar |
Group of an attribute to be added, only when creating a new contact. |
| Attribute Type 1 | nvarchar |
Type of a new attribute to be added, only when creating a new contact. |
| Attribute 1 | nvarchar |
Name of a new attribute to be added, only when creating a new contact. |
| Attribute Value 1 | nvarchar |
Value of a new attribute to be added, only when creating a new contact. |
| Attribute Group 2 | nvarchar |
Group of a second new attribute to be added, only when creating a new contact. |
| Attribute Type 2 | nvarchar |
Type of a second new attribute to be added, only when creating a new contact. |
| Attribute 2 | nvarchar |
Name of a second new attribute to be added, only when creating a new contact. |
| Attribute Value 2 | nvarchar |
Value of a second new attribute to be added, only when creating a new contact. |
| Document Name | nvarchar |
Name of the document to be used as the receipt for the payment. |
| Email Receipt | True/ False |
True will set the payment as Send by Email, False will set the payment as Send by PDF. If left blank the send by will default to Email if an email is supplied, PDF if not. |
Distributions sheet
This can be used in addition to the payments sheet to allocate the total amount to different distributions on the same payment. If the payment being imported is for a product purchase then the distribution sheet must be used to allocate the correct product and quantity. This sheet is linked to the Payment sheet by the Reference - PaymentReference columns.
| Template FieldName | Field Type (Length) | Notes |
| ID | number |
This is used, where provided, to match the correct Contact in Vega using their Vega ID. |
| ScoperID | nvarchar(20) |
This is used, where provided, to match the correct Contact in Vega using their Org ID. |
| FirstName | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| LastName | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| EmailAddress | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| PaymentReference | nvarchar(50) | This is used to match the data row on the Payments sheet Reference column. |
| Amount | money | This is the amount for this specific distribution. |
| Campaign | nvarchar(150) | This is the name of the campaign header for this specific distribution. |
| CampaignAction | nvarchar(150) | This is the name of the campaign action for this specific distribution. |
| Category | nvarchar(50) | This is the name of the GL Code for this specific distribution. |
| Quantity | number | If this distribution is for a product then enter the quantity here. |
| Product | nvarchar(150) | If this distribution is for a product then enter the product name here. |
| Payment Type | nvarchar(150) | This is the payment type for this specific distribution. |
| Document Name | nvarchar(100) | This is the receipt document name for this specific distribution. |
| Email Receipt | True/False | True will set the distribution as Send by Email, and False will set the distribution as Send by PDF. |
| TicketNoFrom | number | If this distribution is for a product and ticket numbers have already been allocated then enter the first ticket number here. This will be used with the product and quantity to allocate the full ticket range of ticket numbers. |
Attributes sheet
This can be used in addition to the payments sheet to add attributes to the payment. This sheet is linked to the Payment sheet by the Reference - PaymentReference columns.
| Template FieldName | Field Type (Length) | Notes |
| ID | number |
This is used, where provided, to match the correct Contact in Vega using their Vega ID. |
| ScoperID | nvarchar(20) |
This is used, where provided, to match the correct Contact in Vega using their Org ID. |
| FirstName | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| LastName | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| EmailAddress | nvarchar(150) |
This is used, where provided, to match the correct Contact in Vega using the contact's First Name, Last Name, and Email Address. |
| PaymentReference | nvarchar(50) | This is used to match the data row on the Payments sheet Reference column. |
| AttributeType | nvarchar(150) | Enter the name of the attribute type. |
| Attribute | nvarchar(150) | Enter the name of the attribute. |
| AttributeValue | nvarchar(50) | This is optional to include a value on the attribute. |
| StartDate | datetime | Enter the start date of the attribute on this payment, this would usually be the payment date. |
| AttributeGroup | nvarchar(150) | Enter the name of the attribute group. |
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