The Import Template lets you upload multiple parent payments from a spreadsheet into AcornCloud — perfect for quickly recording large batches of payments straight from your bank statement.
For best results, ensure parents use their child’s 6-digit ID as the payment reference. Using names is possible, but will require manual matching later.
Accessing the Import TemplateGo to Finance → Payments from the left-hand menu.
Click Import at the top right.
Download the Import Template provided in the system.
Download your bank statement in CSV (Excel) format.
Preparing Your DataOpen the downloaded template and copy in the relevant payment details from your bank statement, keeping the same column order:
Child ID
Payment Date
Amount
Method of Payment (e.g., Bank Transfer)
Once all details are filled in, save your file — you’re ready to upload.
Uploading the Completed TemplateReturn to AcornCloud and upload your completed spreadsheet by clicking the Upload File button.
The system will check and display all uploaded payment data in a table view.
Matching Payments
If Child ID is Used:Payments will be automatically matched to the correct child account.
If Child Name is Used:Click the Edit button at the start of the row.
Search for and select the correct child’s name in the pop-up window.
Click Update Import Data — the system will link the name to the child’s ID and assign the payment.
Final Review and ImportReview all rows to ensure each entry shows a Ready status.
Click Import Data (top right) to confirm.
You’ll be redirected to the Payments window.
Verify that the Total Payment Amount matches your bank statement.
Best Practice TipsAlways use Child IDs for quick automatic matching.
Double-check payment dates and totals before uploading.
For manual entries without a bank import, use Bulk Add Payments.
Related Articles💳 Bulk Add Payments
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