Haven't exported yet? See our help sheet on Exporting Gifts from Faithlife Giving as a CSV File to learn more.

NOTE: Gifts exported from Faithlife Giving will include all donations given during the selecting time period, including those with a Status of "Pending" or "Failed". Before importing the spreadsheet into Servant Keeper, it is recommended to delete "Pending" and "Failed" gifts from your spreadsheet. Remember to close your spreadsheet before importing.

  1. Open and log in to the Servant Keeper Contribution Manager.

    NOTE: You will need to be on version 8.0.42 of Servant Keeper (or higher) to import a CSV from Faithlife Giving. To update to the latest version of Servant Keeper, use the options on the "Web Update" pop-up that appears when opening your SK8 software or the [Web Update] button in the Administration Manager. If you have any trouble updating to the latest version of SK, please email support@servantpc.com or call the HelpDesk (570-748-2800, ext. 3) for assistance.

  2. Click [Import] > "Import Contributions from File".


    NOTE: Using Servant Keeper on a PC? See our help sheet on Importing Contributions from Faithlife Giving, instead.

  3. The Import Contributions from File window will appear. Click [Select Import File]. 


  4. In the next window, browse to your Faithlife Giving CSV file. The default location for downloaded Faithlife Giving files is the "Downloads" folder on your computer. Double-click the file to select it for import.


    NOTE: If you have trouble finding your "Downloads" folder, use the drop-down menu at the top of the window to select "/", then choose "Users" > "YourMacUserName" > "Downloads".

  5. All necessary fields, including the "Date Format", "First Name", "Last Name", "Account Name", "Batch Date", "Amount" will automatically be selected, as well as "Pay Type" and "Check No". Click [Next] to continue.


    Fields didn't auto-map? Check the bottom right-hand corner of the Contribution Manager to ensure you're using Servant Keeper 8.0.42 (or higher).

  6. If you're attempting to import contributions into an account that is not already in the system, you'll see a prompt that states "Account '<YourAccountName>' is not in the system. Do you want to add it to the system?" Click [Yes] to add the account as a new account in Servant Keeper. Click [No] if you wish to map the contribution(s) in that account to an existing account later, rather than adding a new account. Click [Cancel] to skip all prompts for adding new accounts. If you do not see this prompt, it means all of the account names in your import (from Faithlife Giving) match account names in Servant Keeper and you can continue to the next step.


  7. If there are records in the import file that need to be fixed before importing, a "Preview Results and Fix Rejects" window will appear. Use the horizontal scroll bar at the bottom of the window to scroll to the right in order to see the "Reject Reason".


    Common reasons for rejected contributions are:

    • No Individual Name Found: the name listed on your spreadsheet does not match anyone in Servant Keeper. This could happen if you're importing contributions for a visitor (someone not already in SK), if the name is spelled incorrectly, or if someone uses a different name than the one listed (e.g. Jon vs. Jonathan).

      • Double-click on a transaction in the reject list and a "Fix Rejected Import Contribution" window will appear. At the top of the window, you will see the reason(s) the contribution was rejected.

      • Click [Find Member by Name] and a "Find Individual Record(s)" window will appear.


      • Enter (all or part of) the individual's name or envelope number on the "Search For Item" line, then press <Enter> on your keyboard to continue.


      • If the name entered matches someone in your Servant Keeper database, the name will appear. If the name entered matches more than one person in your Servant Keeper database, a result screen will appear. In this case, double-click on the correct individual record to select them. If the name entered does not match any records in Servant Keeper, you can use the [Add Visitor] button to create a new record for the individual.

      • Check the "Apply changes to all records with the same Individual name". This option will take any other rejected contributions from this import made by the selected individual and assign them to the name you selected.


      • If other corrections need to be made, you can make them at this time. Click [Save] to save the entry and go back to the "Preview Results and Fix Rejects" window.

    • No Account Name Found: the account name listed on your spreadsheet does not match (exactly) any existing account name in Servant Keeper.

      • Double-click on a transaction in the reject list and a "Fix Rejected Import Contribution" window will appear. At the top of the window, you will see the reason(s) the contribution was rejected.

      • Click on the "Account Name" drop-down menu and select the existing account to which you want to map the transactions. Alternatively, you have the option to add a new account using the [Add New Account] button.


      • After selecting an account, you will see an "Apply changes to all records with the same account name" checkbox. Check this box if you'd like all contributions for this rejected account name matched to the account you selected in the "Account Name" drop-down for this import.


      • If other corrections need to be made, you can make them at this time. Click [Save] to save the entry and go back to the "Preview Results and Fix Rejects" window.

  8. Once any rejected transactions have been fixed, click the [Next] button. The "Map to Proper Batches" screen will appear. This screen can be used to edit the batch information and change the batch name and/or description. Click [Next] to continue.


  9. The "Map Pay Types" window will now be displayed. If there are any fields that are un-mapped or you wish to change any of the existing mappings, use the drop-down menu in the "System Pay Type" column to match a pay type from Servant Keeper to the pay type from the contribution import. The Servant Keeper pay types are: Cash, Check, Credit/Debit Card, Direct Deposit, Online Transaction, and Other. Click [Next] to proceed.


  10. A summary screen will display showing the number of contributions and the total amount that will be imported into Servant Keeper. Check the "Yes, I want to import the contributions" box, then click [Import].


  11. When the import has finished, a message will appear saying "All ## entries have been successfully imported to the system." Click the [OK] button.


  12. Back on the summary window, click [Done]. The imported batch(es) are now in the Contribution Manager as unposted batches. You can post the batches using the [Post Batch] button from the main Contribution Manager screen.