If you import online transactions from a third party, such as ParentPay or sQuid, you will need to ensure that your pupil data is up-to-date and you have mapped all relevant unmapped transactions..
Importing from ParentPay
From the ParentPay menu in Tali:
Use Map Names to map any new names that have been imported from ParentPay to names in Tali.
Use Unmapped ParentPay Transactions to view transactions that have not been mapped.
Note: There may be transactions that you don't want to map - in this case you can 'hide' these.Use Map Accounts / Payment Items to view any ParentPay accounts that have not yet been mapped in Tali.
Warning! Before mapping any unmapped accounts, check these first with your primary Tali user.
For more information, see the Article, Manage ParentPay Integrations.
Importing from sQuid
From the sQuid menu in Tali:
Use Map Contacts to map any new names that have been imported from sQuid into Tali.
Use Pending Import to view transactions that will be imported from sQuid offers into accounts in Tali.
If transactions are greyed out this is because you haven't yet mapped the offers to accounts.
Note: There may be accounts you do not want to import transactions from and you would leave these unmapped.Use Map Offers to Accounts to match sQuid offers to Tali Accounts.
For more information, see the Article, sQuid Integrations.