How to import account information with a single recurring gift schedule (includes sample data file)

The Account Information with a Single Recurring Gift Schedule is typically used to add new recurring donor accounts to eTapestry, but we can also use this import type to add new Recurring Gift Schedules to existing accounts.
Required Fields
  • Account Name
  • Country (all accounts in the import must be from the same country)
  • Date
  • First Installment Date
  • Frequency
  • Fund
  • Installment Amount
  • Last Name (individuals only)
  • Name Format
  • Persona Type
  • Sort Name

What we can include on an Account Information with a Single Recurring Gift Schedule Import
  • User Defined Fields for the Persona or Defined Fields page of a Constituent account
  • Recurring Gift Schedule Information for manual process Recurring Gift Schedules

What we cannot include on an Account Information with a Single Recurring Gift Schedule Import
Steps to import
  1. Click Management
  2. Click Import
  3. Select the category where you'd like to store the import
  4. Click New Import
  5. Enter a name for the import template
  6. Click Browse Files/Choose File
  7. Select the appropriate CSV file for this import
  8. Select Account Information with Single Recurring Gift Schedule from the Type of Information to Import drop down menu
  9. Select your preference from the Name Format drop down menu
    • If you have multiple types of Name Formats in your CSV file, select "Map from your import file" and select the appropriate column
    • If you have only one Name Format in your CSV file, assign that Name Format to all accounts
  10. Select the Country from the drop down menu (all accounts in the file must be from the same country)
  11. Select your Multi Select Delimiter from the drop down menu; for more information, please see What is the function of the Multi Select Delimiter?
  12. Click Next
  13. If you would like to ignore any accounts in the CSV file that already have an active Recurring Gift Schedule on their Journal page, mark the checkbox at the top of the screen that says Skip entries where the matching account already has an active Recurring Gift Schedule
  14. Click the green arrow icon next to the name of the field
  15. Select the corresponding column from the CSV file
  16. Repeat for all of the fields in your import file (we will not import fields for Name Format or Country on this page since we did that on the first page)
    • Please note that we can select "Use auto-generated Data Entry Rules" for the Sort Name and Salutations (we can also do this for the Account Name on the Individual accounts)
  17. Click the link that says Import Another eTapestry Field at the bottom of the screen
  18. Click the names of the additional fields you'd like to import (for example, Email Address)
  19. Click the green arrow icon next to the names of these fields
  20. Select the corresponding column from the CSV file
  21. Mark the check boxes for the Import Keys; please see What is the function of the Import Key? for additional information
  22. Click Next
  23. Preview the layout of the information
  24. Click Next
  25. Preview the duplicates and select how you would like to handle the information (if there are no duplicates, the database will skip this step)
    • Only Import Into Empty Fields (Merge) will only add new information from the CSV file, but it will not replace any existing information
    • Don't Modify Any Account Info (Trust) will not change anything on the existing accounts, it will also not add any new information
    • Replace eTapestry Info (Replace) will override the existing information in eTapestry with the information in the CSV file
    • Create New Account (Create) will indicate that these are not duplicate accounts and we should create a new eTapestry account for the information in the CSV file
    • Ignore this Line (Ignore) will not import any information from this line in the CSV file to eTapestry
  26. Click Next
  27. Click Run to process the import
  Acct. w. RGS.csv

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