{*
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 | CiviCRM version 3.1                                                |
 +--------------------------------------------------------------------+
 | Copyright CiviCRM LLC (c) 2004-2010                                |
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 | This file is a part of CiviCRM.                                    |
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 | CiviCRM is free software; you can copy, modify, and distribute it  |
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 | Version 3, 19 November 2007 and the CiviCRM Licensing Exception.   |
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*}
{htxt id='upload'}
<h1>{ts}Import File Format{/ts}</h1>
    <p>{ts}Files to be imported must be in the 'comma-separated-values' format (CSV). Most applications will allow you to export records in CSV format. Consult the documentation for your application if you're not sure how to do this.{/ts}</p>
<h1>{ts}Contact Records for Contributors{/ts}</h1>
    <p>{ts}Contribution import requires that the Contributors already exist as contact records in your CiviCRM database. If you need to import contributions for contributors who haven't been added to CiviCRM yet - you will do this in 2 steps. First, use <strong>Import Contacts</strong> to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match contributions to contributors. Then return to this screen and import the contribution records.{/ts}</p>
<h1>{ts}Matching Contributions to Contributors{/ts}</h1>
    <p>{ts}Contribution import files must contain data needed to <strong>match the contribution to the contributor</strong>. This 'matching' can be handled in several different ways:{/ts}</p>
    <ul>
    <li>{ts}Include the data fields used for contact 'matching' based on your configured <strong>Strict Duplicate Matching</strong> rules. For the default duplicate matching rules, you would include a column in each row with the contributors' Email Address.{/ts}</li>
    <li>{ts}If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Contributions will then be matched to contributors using their External ID.{/ts}</li>
    <li>{ts}You can include a column with each contributor's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.{/ts}</li>
    </ul>
    <p>{ts}Save the CSV file with your contributions and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).{/ts}</p>

{/htxt}

{htxt id="id-onDuplicate"}
    <p>{ts}For each import, you can either INSERT new contribution records, or UPDATE existing records. You can not do both types of operations in a single import session. If you are UPDATING existing contributions, you will need to include a unique identifer to match to the existing records. This can be either the CiviCRM-assigned contribution ID, a unique Invoice ID, or a unique Transaction ID.{/ts}</p>
{/htxt}
