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.
- Create a gift query to find the pledges (Query A):
- On the Criteria tab, select:
Gift Information, Gift Date between [the date range]
AND Gift Information, Gift Type one of Pledge, MG Pledge - On the Output and Sort tabs, select Gift Information, Import ID
- Save and run the query
- Note the first and last import IDs
- On the Criteria tab, select:
- Create a gift query to find the pledge payments (Query B):
- On the Criteria tab, select:
Gift Information, Gift Date greater than or equal to [the beginning date used in Query A]
AND Gift Information, Gift Type one of and select all the pay-cash gift types - Save and run the query. (The Output and Sort tabs can be left to the defaults.)
- On the Criteria tab, select:
- Create a gift, pledge payment import file. On the General tab, click Include and select Query B and enter the file name and path for the file to be created. Leave everything else set to the defaults.
- Open this file in Excel and sort by the GFLink column
- Delete all rows where the GFLink (e.g. the import ID of the pledge) does not fall within the import ID range noted in Query A.
- Save the file in CSV format
- Click Admin, Import and select Gift, Pledge Payment.
- On the General tab, select to Update existing records and browse to and select the CSV file.
- On the Summary tab, mark the Create an output query of the records updated checkbox
- Click Import Now
Note: Because no changes were made to the information in Excel, nothing will change on these pledge payments. However, it creates the output query. - When prompted enter the name for the query and click Save. When finished the query is created and it contains the pledge payments made to pledges that were made in a specific date range.