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Automated transfer of bank statement information into fundraising databases

Posted on 24 February 2005 at 4:55 pm
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  • Anonymous
    24 February 2005 at 4:55 pm #1992

    I have two questions:

    1) Does anyone have experience of using Lloyds Link to transfer financial information (primarily standing orders) from both bank statements and supplementary lists into a fundraising database?

    2) What are the experiences of using similar systems with banks other than Lloyds?

    Thank you very much.

    Yvonne Lane

    Anonymous
    3 March 2005 at 2:13 pm #7292

    We used to import lloydslink transactions for direct debit payments into a Fundraising database which was totally bespoke.

    The transfer (once setup) worked perfectly. It is improtant to ensure that the make up of the file that is transmitted remains constant so that any import routine that is designed can work without any user intervention.

    Our procedure was:

    1. Download transactions from Lloydslink.
    2. Upload the file into the database.
    3. Check for errors and allow corrections with the use of an exception report.
    4. Create donations.

    We spent a few days ensuring that the routine worked correctly before implementing it. (The problem was the reference on the bank statement which needed to be unique in order to reference the payments. We used the unique donor id which the bank used as a reference)

    Whilst working for another supplier many years ago, they used to have a module called electronic bank statements which was configurable to the different bank statements.

    I do not know of any supplier who offer this as standard any more, but I am sure your database supplier will be able to help you. (You did not mention who your supplier is!)

    Alan Owen
    MD
    JA Computer Solutions Ltd.

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