Recurring Gift and bank relationship added to incorrect constituent when using Import Recurring Gifts plugin

When using the Import Recurring Gifts plugin, users note that the Recurring Gift and bank relationship data from the import file is added to a constituent record with the same name as the constituent in the import file.  No other fields from the import file match the existing record.  This occurs regardless of the duplicate checking options set in Config -> Business Rules -> Duplicates.  No duplicate record is identified within the plugin, this simply processes as if the import has finished successfully.  There are no options in the plugin to specify whether the user is importing new records or updating existing records.

Additionally, it is noted that other fields in the import file such as addresses/phones/emails are not imported to the existing record and no new record is created either, so this data doesn't appear to go anywhere.  This is the same for the Constituent Code and Addressee/Salutation options that can be set within the plugin.
We have evaluated this issue and have determined this functionality is working as designed. In this case, if a duplicate is identified by the plugin criteria any biographical information is discarded and the duplicate record is loaded.

Steps to Duplicate

  1. Create an import file to use in the Import Recurring Gifts plugin and add a row of data for a new constituent.
  2. Add a constituent record to The Raiser's Edge with the same First Name / Surname but no other matching information.
  3. Go to Plugins on the left-hand menu and select Import Recurring Gifts.
  4. Fill in the fields and include a Constituent Code and Addressee/Salutation format for new constituents.
  5. Click 'Import Now'.  Note the plugin process completes and control/exception report make no reference to a duplicate record.
  6. Go to Records, search for the constituent by name.  This will display the existing record but no newly created constituent record.
  7. Open this constituent record and note the Recurring Gift and bank relationship have been imported to this record.
  8. Check other tabs and note no phone number, email address, constituent code or addressee/salutations have been added.


 Raiser's Edge

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.