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.

  1. Create a gift query to find the pledges (Query A):
    1. On the Criteria tab, select:
      Gift Information, Gift Date between [the date range]
      AND Gift Information, Gift Type one of Pledge, MG Pledge
    2. On the Output and Sort tabs, select Gift Information, Import ID
    3. Save and run the query
    4. Note the first and last import IDs
  2. Create a gift query to find the pledge payments (Query B):
    1. 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
    2. Save and run the query. (The Output and Sort tabs can be left to the defaults.)
  3. 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.
  4. Open this file in Excel and sort by the GFLink column
  5. 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.
  6. Save the file in CSV format
  7. Click Admin, Import and select Gift, Pledge Payment.
  8. On the General tab, select to Update existing records and browse to and select the CSV file.
  9. On the Summary tab, mark the Create an output query of the records updated checkbox 
  10. 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.
  11. 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.