Procedure for CFC Data Import

Overview of na113 - Finance Council Giving Import

Church Finance council will provide church giving figures that Yearbook needs to load into the system. Church Finance council will provide an Excel file listing the church giving figures. This usually happens in the later part of March or the early part of April.

The diskette will come in comma-separated format. Please see the instructions below for the necessary steps involved in loading the Church Finance council data.

1. Save the file as a comma separated file, named cfcXXXX.csv where XXXX is the year.

2. Remove dollar prefix ($) from amount columns.
3. Make sure column listed in the following order: Region, Church, BMF, BMF-CWF, Capital, Week of Compassion, Reconciliation, Designated, Blessing Box, Easter Offering, Pentecost Offering, Thanksgiving Offering, and Christmas Offering.
4. Remove row containing column labels.
5. Open the file with Notepad and remove any extra lines at the end of the .CSV file, including the Grand totals line.
6. Launch DDI-Connect and run the Finance Council Giving Import job (Name/Address System, Reports, 113 Finance Council Data Import). Be sure to utilize the proper base date (end of the last calendar year), filename, and set update mode to “NO”.

7. A report will be generated that lists the church giving information in region/church order. The DDI report should closely match the report provided by Church Finance Council. Report differences will be caused by rounding errors and the deletion of Blessing Box figures from the CWF column.
a. There may be negative numbers listed as well. The Yearbook staff will determine how they want to handle negative numbers. In the 2003 yearbook the regions told said to zero out the negatives.
b. Some church pins may not be present. The solution to this would be to rollup the individual results into the regional pin record.
8. Correct errors and rerun the na113 (Name/Address System, Reports, 113 Finance Council Data Import) job until all errors are removed.
9. Once final approval of the numbers is done, run the Finance Council Giving Import job (na113). Be sure to utilize the proper base date (end of the last calendar year), filename, and set update mode to “YES”.

The final file will look something like this: