Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
If you are new to importing, please review How to import (BB58904) before proceeding.
- Create a data file or use an existing file. A split gift import updates existing gifts with the split gift segments; therefore, the gift must already exist on the constituent record. When importing the split gift information, the existing gift becomes the first segment on the gift.
If the gift does not already exist, you must import the first segment of the gift before importing the other segments. For instructions, refer to How to import gifts (BB15593).
Note: In the data file used to update the existing gifts with the split information:
- Versions 7.61 and above: You do not need to include the first gift segment (the original gift) unless you want to update it, such as updating the campaign, fund, or appeal.
- Versions 7.60 and prior: You must include the first gift segment (the original gift).
To include the first segment, export it using the Create an import file option in Import.
View a sample data file (7SplitGift.CSV) which imports a new split gift with two segments on Phillip Keller's gift made on 5/11/2003. Each of the split gift segments has a different campaign, fund, and appeal than the original gift and each has a package. (The ability to import packages was implemented in version 7.60.740.) Each split gift segment increases the total amount of the gift.
This import can also be used to update an existing split gift. The instructions below work whether you are importing a new split gift or updating an existing one.
Note: You may need to widen the columns to view all of the information in a column.
Note: The sample file contains all of the fields from the split gift import. Not all fields are required, but it would be good to include all of them. The sample file was tested in version 7.61.790. Other versions may vary slightly in the available fields.
Although headers are not required in The Raiser's Edge 7, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Raiser's Edge. You can save the file in any delimited format or in fixed length. However, this example and the sample data file are in CSV format.
- Include the following fields in the data file (for a sample file, refer to step 1 above):
Note: Fields in italics are required fields by the Raiser's Edge for a split gift import. Each split gift segment must be on its own line in your data file.
GFImpID, GSplitImpID (required if updating an existing split gift), GSplitAmt, GSplitAppeal, GSplitCamp, GSplitFund, GSplitPkg
Gift Link (Import ID of the existing gift), Gift Split Import ID (required if updating an existing split gift), Gift Split Amount, Gift Split Appeal, Gift Split Campaign, Gift Split Fund, Gift Split Package
Note: In Excel, use Text as the column type fields with a leading zero. Otherwise, Excel drops the leading zeros.
Note: Not all fields can be imported with all import types; for example, gifts cannot be imported with constituent information. Refer to the Split Gift Fields sections of the Import Guide (PDF) for a list of available fields (layout table) and for what each is used. In version 7.5 and above, you can also access the layout table from the Fields tab in the import parameters.
- In Import, select Split Gift from the Giftnode. Click New and select the following parameters. For more information on what these parameters mean, refer to How to import in The Raiser's Edge 7 - The Basics of Importing (BB58904).
- What do you want to do? Update existing records
- Options Import records not found as new records
- What file to you wish to import? Browse to the import file
- How do you want the system to identify existing constituents? Use the Import ID
- What is the format of this import file? Delimited
File Layout Tab:
- Field Separators and Text Qualifiers: Comma, Quotation
- Import Field Names: Field names are on the first line of the import file
- Sample Import Format: Verify the first few rows of the import file
In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.
We recommend marking all available checkboxes. At the very least, mark the Create control report option.
Note: In Excel, use Text as the column type for Import ID or Social Security number. Otherwise, Excel drops the leading zeros.