Export the Clear Dates from eCard (or NMI) and Import to SGA

Login to eCard (or into NMI.) 

1. In the section for Reporting, click Transactions. 

2. Scroll to the bottom of the screen and input your date range. 

   • Date range: Instead of strictly using the 1st to the end of the month, you might overlap the 1st and end dates for any month. Example: 09/01/2025 to 10/04/2025

3. Click Submit.

4. Scroll to the bottom and click Comma Separated Value (.csv). The format should be SGA Export, and then click Download Transactions.

   • If you have more than 50k transactions:  After you input the date range, click the box Run in the background.  This will run the report in the background. When the report is finished, an email will be sent to notify you and include a link to download the CSV file. 

     • NOTE: There will be a message stating what email it will use to notify you….it might be Processing@clientName.org, the to email you should look for.  The file it creates is a CSV file with a capacity of 1,048,576 rows.

5. Open the downloaded file. The sheet name should be Transactions. If not, change it.

• Do a save as and save it to the most recent Excel format.

• You can name the file anything. Example: eCard (or NMI) -The Company Name - and the date range.

Open the SGA Bank Reconciliation

1. In the Month End > Bank Reconciliation screen, choose the checkbook dropdown under the Grid Criteria.

2. Click Import from the top menu:

   • Select the import setup: Once for the ACH, and then later, if your company uses eCard for both ACH and Credit Card, repeat the process again for the Credit Card using the same excel file. 

     • NOTE: At the bottom of the dialogue, it is set to SL Import Type = Credit Cards. When using eCard (or NMI), keep that for both ACH and CC.

   • When ready, click the button for import.

   • Select the file or drag and drop it in, and click okay. The import will run and give you a log.

   • Review the log. The transactionID in the log is the excel file column A = id. In the eCard (NMI) website, it is transactionID. The column called date_only is the clear date that gets imported.

3. If your company takes both ACH and Credit Card payments, repeat the above steps for each of the types of imports: ACH or Credit Card.

Additional Information

In the downloaded file, there is more than one row per payment. Example: For a CC Payment, you might see a row for Authorize, a row for Capture, and a row for Settle. The capture represents when PULSE requests a payment. The settle row is when the merchant has accepted the payment.  

For ACH, you will see a row for Sale, which is the date that PULSE requested a payment. The Settle row is when the merchant has accepted the payment. 

The field date_only for a settlement row is the Clear Date that is entered into PULSE. The date that payment is actually transferred to the client's bank is typically one day after the settlement date. 

Both credit card and ACH are downloaded using the same exported file. The field payment_type shows 'cc' for Credit Card and 'ck' for ACH payments.

The field responsetext gets imported into PULSE, but a review here of the messages might help you be proactive.

Customer_id is the PULSE MemberID.