Use the Import Recurring Gifts found under Plug-Ins in The Raiser's Edge. The Import Recurring Gifts plug-in makes it easy to import basic recurring gifts and payment schedules. You can import any file satisfying the import file layout rules, including files supplied by third-party fundraising organizations.

Note: For the import file layout rules, refer to the Requirements and the Recurring Gifts Import File Layout sections of the Import Guide. These sections are located in the left navigation bar under Import, Import Recurring Gifts. Ensure that the data file you are importing does not contain headers and ensure there are no commas within a field.

View a sample data file with headers

Note: The headers are listed so you can see what each field is for. You cannot import files with headers using the Recurring Gifts Import plug-in. For the actual import, open the sample data file without headers. It imports a $20 recurring gift with a gift date of 12/16/2005 for Robert Hernandez in the sample database.
 

 
  • Select Plug-Ins on the Raiser’s Edge bar. The Plug-Ins screen appears.
     
  • Click Import Recurring Gifts. The Import Recurring Gifts screen appears.
     
  • In the What do you want to do? frame, you can choose one of two options:
    • Import recurring gifts -- If selected, The Raiser’s Edge imports data from the designated file when you click the Import Now button at the bottom of the screen
       
    • Validate recurring gift import file -- Checks the designated file for any invalid data or formats
       
  • Under What file do you want to import?, in the Import file field, you must enter the path and file name of the import file to be processed. This field is required. You can enter the information directly. Or to brows to the file: Click the ellipses (button with ...) to open the Import Recurring Gifts File screen, browse to the import file, click Open, and return to the Import Recurring Gifts screen to see the import file name in the Import file field.

     
  • Under Assign this constituent code to new constituents, select the Constituent code you want assigned any new constituents included in the import file. This information is stored in the Constituent Codes grid on the Bio 2 tab of the constituent record. Depending on the data entry protocol established in Configuration, a constituent code may be required for new records. If it is a required field and it is not included in the import file, an exception occurs and the information is not imported.

     
  • In the Date From field, you can enter a starting date for the constituent code. For example, if you select “Member” as your Constituent Code, and you want to complete the Date From column in the Constituent Code grid on the Bio 2 tab of the constituent record, enter the date information here. If you enter Date From information, the Constituent Code field is required.

     
  • Under Assign this addressee and salutation to new constituents, select the Primary addressee you want assigned any new constituent included in the import file. You can also select the Primary salutation for any new constituent records. Depending on the data entry protocol established in Configuration, an addressee/salutation may be required for new records. If it is a required field and it is not included in your import file, an exception occurs and the information is not imported.

     
  • The Import options frame includes a number of options you can choose to include in the importing process. The Create <Constituent/Gift> query of records imported and Create exception file of records not imported checkboxes do not activate if you select Validate recurring gift import file in the What do you want to do? frame.
     
    • Mark Create <Constituent/Gift> query of records imported, and you can specify the type of query you want created when the import is processed. If the checkbox is checked, either a Constituent Query or a Gift Query of the records successfully imported from the import file is generated. If the checkbox is not marked, no query is created.

       
    • Mark Create exception file of records not imported to generate an exception file when the import is processed. This is a comma-delimited file, listing all records not successfully imported. If you mark this checkbox, in the field you must enter a path and file name for the exception file. If the checkbox is not marked, no exception file is created

       
    • Mark Create exception report to create an exception report. You then must select a form: Preview, to view the report on the screen before printing, or Print, to automatically print the exception report when the import process is complete.

       
    • Mark Create control report to create a control report. You then must select a form: Preview, to view the report on the screen before printing, or Print, to automatically print the report when the import process is complete.


    Note: If you recieve errors during the import, refer to Error: Invalid Value or No records processed when validating a recurring gifts import file (BB118568).

    • If in the What do you want to do? frame you selected Import recurring gifts, click Import Now to start the importing process. The program checks for invalid data and duplicate records, and creates new records where applicable.


      If in the What do you want to do? frame you selected Validate recurring gift import file, click Validate Now. The program validates the data in your import file.

       
    • If you mark Create <Constituent/Gift> query of records imported, in the Import options frame, the Save Static Query screen appears.

      Enter a Query name. This is a required field. The name is then included in the list of available queries on the Query page. You can also enter a Description and allow other users to execute and/or modify the query.

       
    • Click Save. The import or validation is processed. When the process is complete, a confirmation screen appears.

       
    • Click Close. The control report preview and/or exception report preview displays or the applicable reports are sent to the printer, depending on which checkboxes you marked on the Import Recurring Gifts screen.

       
    • From the report screen, you can print the report or click the “X” in the upper right corner to close the report and return to the Plug-Ins screen.