Also, refer to How to accept or stop accepting corporate donations (BB136713).

    • On the Import Donations Wizard screen, place the cursor in the RE:Contact field and press F7 to search for the individual who made the gift on behalf of the organization.
       
    • Highlight the individual record and click OK. If the organization does not exist in the database, click Add New and enter the contact's information.
       
    • In the RE:Constituent field, press F7 to search for the organization on whose behalf the gift was made, which must appear as a relationship on the individual's record. If no relationship to that organization exists on the individual's record:
      1. Click Add New. 
      2. Click the binoculars button next to the organization's name to search for the organization's constituent record in the database. 
      3. If the organization does not exist in the database, click Cancel from the Search screen and choose Relationship, Add Relationship as Constituent from the menu bar. 
      4. Save and close the relationship record.