How to create an Itaú import

Before you start

• Have the bank's return file (CNAB 400) for boletos generated with AFRUS.
• Have an active campaign to record the donations in.
• Check people's data: each one needs a CEP (postal code), document type and number.

Step by step

Labels are shown as they appear in the Spanish version of the console.

1. Open Imports. Go to Follow up > Importaciones - itaú and click "Crear importación" (Create import).
2. Check the type. In Tipo de importación (Import type) leave Boleto.
3. Choose the campaign. In Campaña (Campaign), choose an active campaign (required).
4. Choose the widget (optional). In Formulario / Widget. If you don't choose one, the default widget is used.
5. Upload the file. Click "Subir archivos" (Upload files) or drag it in. Maximum size: 64 MB.
6. Import. Click "Importar" (Import).
7. Confirm it was created. You will see Importación en proceso (Import in progress). Check that the import appears in the list: the dialog can appear even if the upload failed.
8. Review the result. In the row menu, "Ver Líneas" (View lines) shows each line's status and Mensaje de Error.

For each line with complete data, AFRUS records a successful donation for the boleto's amount, in Brazilian reais (BRL), in the chosen campaign and widget.

Frequently asked questions