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 are currently evaluating this issue and will update this article when we have more information.

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


 Raiser's Edge

Was this article helpful?