Finance CSV Import Plugin for Rock RMS
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Finance CSV Import helps your team move giving data from outside systems into Rock without hours of manual entry, fragile scripts, or risky database work.
Use it when your team receives giving data from another platform, enters transactions by hand, or needs a more consistent way to create batches inside Rock. Financial accuracy builds trust, and clean imports help your team spend less time in spreadsheets and more time supporting people.
Import financial transactions in bulk using a structured CSV file. Match people by Person Id or Envelope Number, create batches inside Rock, and optionally assign transaction attributes for better reporting.
It works with Rock’s existing financial workflow, giving your team a repeatable process for bringing external giving data into the system with fewer errors and cleaner records.
If you need more than a CSV import, our development team can help connect Rock with external giving platforms, payment tools, reports, and custom financial workflows.