GEGI allows uploading transactions to the system from third-party services. The importing is available for:

  • Payments
  • Refunds
  • Sales receipts and sales receipt refunds
  • Bad debts and bad debt recoveries
  • Student deferred revenue opening balances
  • Student balances


Each import option can be enabled or disabled in School Settings → Financial Module - Import:



Below you will see a detailed description of how to work with the Import Payments report. The procedure is identical for all the above-mentioned import variants.


The import is performed using the menu: Financial → Import → Import Payments.


The Import Payments report is used to quickly import payments in GEGI from third-party services. You will need to export the payments as an Excel file that will then be uploaded in GEGI.


Upload the file at Financial → Import → Import Payments. Please note that the file must contain certain columns to be imported correctly. The columns are listed at the Import Payments: Step 1 of 4 - Upload File page. You can also download an example file by clicking the example link:



You can add a student’s ID after the name in the following format:

  • "Surname, Name {S123456}",
  • "Surname, Name {123456}".


Both variants will result in the ID number being parsed as "S123456" for student "Surname, Name". Providing the ID may improve the matching procedure.


If all records from the file are matched with the students in the system and the records do not exist in GEGI, you will automatically proceed to the Import Payments: Step 4 of 4 - Select Payments and Complete Import page. Select which payments should be imported and click the Import button:



If some records from the file cannot be unambiguously matched by GEGI, you can do it manually on the Import Payments: Step 2 of 4 - Mismatched Students page. This may happen when students have the same names or a student has multiple campuses:


If you try to upload a file with the records that already exist in GEGI, you will see them listed on the Import Payments: Step 3 of 4 - Duplicate Payments page. At this step, you do not need to select the records because they already exist in GEGI. But if you select the records at this step, they will be added again:



If GEGI cannot import any records, they will be displayed on the Mismatched tab.

The reasons that a record may fail to be imported:

  • The student is not found.
  • There are multiple matched students, but you selected none at step 2.
  • Some required field is empty.
  • The record already exists:



GEGI recognizes only certain types of payment methods:

  • Check
  • Visa
  • MasterCard
  • American Express
  • Discover
  • and the methods defined in Payments (Admin →  Charges & Payments →  Payments).