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Guidelines for importing your Contact list
Do you have a list of contacts that you would like imported into your MoneyMinder account?
We are happy to provide your group with a one-time courtesy import. Additional imports after the initial import are $19/import.
Click the words Basic Contact Import under Article Attachments at the bottom of this page to download the template.
Please note that you do not need to use all columns. If a column doesn’t apply to your group, leave it blank. Please do not add columns.
You can email your questions and/or file for import to [email protected].
Please include:
- Your account name
- Group ID number
- The financial year you’d like the contacts imported into
Article Attachments
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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I’m wanting to set up contacts for each scout in our troop. We have activity accounts that we need track. I need to be able to import from excel into MoneyMinder.
Hi Chris,
We can import your contact list for you from the Excel template linked at the bottom of the article. After your contacts have been imported you’ll be able to bulk add Activity Accounts to your contacts and track their balances. If you have new contacts after the import, you can manually enter those in MoneyMinder.