Importing Process for InterVarsity Staff

When you first get started using Karani, you'll do two things:

  1. Download your contacts in a .CSV file from the staff portal and upload to Karani
  2. Download your gifts in a .CSV file from the staff portal and upload to Karani

After you do the initial import, you'll need to import your monthly ePTRs to keep it up to date by pasting it into the "InterVarsity Monthly PTR Importer" on the import page.

Here's how to complete those tasks step-by-step.

How to download contacts from the InterVarsity staff portal into Karani

  1. Log in to the staff portal.

  2. Click on the "donations" folder on the left hand side.

  3. Click "account-based reports"

  4. Click "PTR contact information"

  5. Set "end date" to today.

  6. Click "download to Excel" on the bottom left (it downloads it as a CSV file).

  7. Go to the "contacts" import page in Karani, click on choose file and upload the one you just downloaded from the InterVarsity website.

  8. Match the fields on the right hand side using the dropdown boxes (donor ID = organization ID) with the fields on the left hand side.

    Contact Fields

  9. Click "Process CSV" and you're done!

How to download your gift history from the InterVarsity staff portal into Karani

  1. Login to the staff portal

  2. Click on the "donations" folder on the left hand side

  3. Click "account-based reports"

  4. Click "itemized transactions"

  5. Click "download to Excel" on the bottom left (it downloads it as a CSV file)

  6. Go to the "gifts" import page in Karani, click on choose file and upload the one you just downloaded from the InterVarsity website

  7. Match the fields on the right hand side using the dropdown boxes with the fields on the left hand side.

    Gift Fields

  8. Click "Process CSV" and you're done!

How to import your monthly ePTR into Karani

  1. Go to the import page in Karani

  2. Open up your ePTR in your email

    PTR

  3. Copy the full text of the PTR email

  4. Paste it into the InterVarsity Monthly PTR Importer box

    PTR Importer

  5. Click the "Import" button and you're done!