How to update stock gifts with Import

When trying to update the sale amount of a Stock/Property gift with import, the sale amount does not update on the record.

We have evaluated this issue and have determined it will not be addressed in the program in its current state. In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

Alternate options
Users can sell Stock/Property type gifts through Records or Batch.

Steps to Duplicate

1) Create a new import .CSV file with the following fields (Constituent Import ID, GFImpID, GFStkSaleAmt, GFStkSaleDate)
2) Create a new import by going to Admin > Import > Gift > Gift
3) Select Update Existing Records
4) Link Import File
5) Use the Import ID
6) Tab 3: Fields, make sure fields are linked
7) Click Update Now
8) Records will show as updated on the report
9) Go to constituent record and open up the Stock/Property Gift
10) Click on Gift > Sell Stock/Property and see that nothing has been updated

Environment

 Raiser's Edge

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