To use the Touchpoint export, you must first ask SecureGive to set you to the “CSV Complete” export format.  There must be member IDs and fund IDs entered into SecureGive in order for the export to work properly.

To enter fund IDs, go to Categories>Donations. Click the edit pencil for each one and enter the fund ID from TouchPoint - be sure to Save. To add member IDs, go to the All Transactions report and click on the circle in the member ID column by the donor’s name. Enter the member ID from TouchPoint then be sure to click “Update Member ID”.

1. Sign in to SecureGive and go to Reporting>All Transactions.
2. Select the date range and any other filters you need for the group of transactions to be exported.
3. Fill in any missing Member IDs. To make it easy to identify them, you can sort the report by Member ID so that unassigned members are at top of list. Do this by clicking on the top of the Member ID column.
4. To add the Member ID, click on the circle with the “!” next to person’s name to open up their details.
5. Search for person in Touchpoint.
6. If any info in SecureGive (name, email, address) is missing from Touchpoint, you can add that info to Touchpoint.
7. Use the member ID from the address bar on their Touchpoint profile to enter into SecureGive then click “Update Member ID” .
8. Repeat this process for all SecureGive profiles that do not have a member ID.
9. Once all members have an ID in SecureGive, sort the report again by date (ascending)
10. Select the “Export to CSV Complete” button.
11. We suggest saving your file with a name that indicates the date range of the export to help you keep track.
12. In Touchpoint select Administration – Contributions -Management – Upload SecureGive.
    1. Select “choose file”
    2. Select the SecureGive file you just exported
13. Enter the contribution date.
14. In “Fund ID for unmatched contributions,” enter the default fund ID to be used if a contribution does not have a fund ID.
15. Click “Submit”.
16. Select “Post Bundle/Edit” if you need to edit any individual contributions
17. Ensure that the bundle total and all contributions are correct.
18. Select the Deposit Date and Close the Bundle when finished.