Crimson CMS provides the capability to import existing payments so that the Finance Admin does not have to manually enter records that are already in electronic format.

The Import Payments feature allows the Finance Admin to review data before it gets imported. Data is also validated against previously entered lookup values to ensure data integrity.

This video (Part 1 - Intro) covers where imports are performed and what the items on the screen indicate. It also demonstrates how the Finance Admin can get the “import template.”