- Create a query of the gifts that need to be soft credited.
- Create a gift export in comma separated values (CSV) format based on the query created in step 1.
- On the Output tab, select Import ID.
- Click Create Now to create the CSV file.
- Open the CSV file.
- Add a column with the headers SoftCredAmt (for Soft Credit Amount) and SoftCredRecip (for Soft Credit Recipient).
- Populate the Soft Credit Amount and Soft Credit Recipient columns with the appropriate values.
- Save and close the CSV file.
- Import the soft credits.
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