MiTN contact and transaction importing instructions

This page will guide users through importing contacts and transactions into the MiTN system. Note that all MiTN users will need a MiLogin. Information regarding setting up that account can be found on the MiLogin page. 

Important message: Before importing any transaction information, users must first import contacts. This is because each contact has a unique number attached to their information which will then be used to import specific transactions.

MiTN Import guide This user guide has detailed instructions for imports (go to section 5 for contacts).

Importing Contacts into MiTN This job aid walks through how to import contacts step by step and includes screenshots.

Names Import Layout This spreadsheet outlines the formatting requirements for each import field for Contacts.

Names Import Validation Logic Official This spreadsheet walks through error codes and the valid values needed to resolve them for Contacts.

Sample Contacts Spreadsheet This spreadsheet has example values which illustrate the values in a valid import file. Note that any obsolete columns must still be presented but may remain blank.

MiTN Import Guide This user guide has detailed instructions for imports (go to section 6 for transactions).

Import Layout Official This spreadsheet outlines the formatting requirements for each import field for transactions.

Import Validation Logic Official This spreadsheet walks through error codes and the valid values needed to resolve them for transactions.

MIBOE Imports Layouts Training This spreadsheet has examples which illustrate a valid import file for Direct Contributions, Other Receipts, In-Kind Contributions, and Direct Expenditures (other transaction types coming soon). Note that any obsolete columns must still be presented but may remain blank.