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 solution.


When importing matching gift pledges and matching gift pledge payments, two separate imports are required: a matching gift pledge import for the matching gift pledge and a pledge payment import for the payments. The records created during each import must be linked to show the payments are applied to specific matching gift pledges. Use one of the methods below to import matching gift pledges and pledge payments.

 

Method 1



 


Assign gift import IDs to the matching pledges during the initial import and use these import IDs to link the payments to the pledges.
 



 

     



     

    Method 2



     


    Import the pledges, allowing the system to automatically generate Gift Import IDs, export the Gift Import IDs, and create the pledge payment import file using the exported data.
     



     

    • In Excel, create a file in CSV (Comma Separated Values) format with the fields required for importing matching gift pledges
       
    • In the Gift Import ID (GFImpID) column, enter unique values for each matching gift pledge's gift import ID
       
    • Enter all other appropriate values for the pledges
       
    • Save and close the CSV file
       
    • Import the matching gift pledges using the CSV file
       
    • In Excel, create another CSV file with all the fields required for a pledge payment import
       
    • In a separate window, open the CSV file created for the matching gift pledge import
       
    • Select the Gift Import ID column
       
    • Select Edit, Copy
       
    • Close the CSV file for the matching gift pledge import
       
    • Paste the Gift Import ID column of the matching gift pledge import into the CSV file for the pledge payment import
       
    • Change the header for the Gift Import ID column to GFLink. The Gift Import IDs in this column link the pledge payments to the original pledges.
       
    • Enter all other appropriate values for the pledge payments
       
    • Save and close the CSV file
       
    • Import the pledge payments using the second CSV file
       
       
      • In Excel, create a file in CSV (Comma Separated Values) format with the fields required for importing matching gift pledges. It is not necessary to include a column for the Gift Import ID field.
         
      • In the CSV file, enter all other appropriate values for the pledges
         
      • Save and close the CSV file
         
      • Import the matching gift pledges using the CSV file
         
      • On the Summary tab of the import parameters, mark the Create an output query of the records imported checkbox
         
      • Select all other appropriate options and complete the import process
         
      • Create a gift export in CSV format based on the output query
         
      • On the Output tab, select Import ID and any other fields that would assist you in identifying the pledge, such as Constituent, Biographical, Name
         
      • Click Export Now to create the CSV file
         
      • In the CSV file, add the fields required for a pledge payment import
         
      • Remove the fields exported for identifying the linked pledge, except for Gift Import ID
         
      • Rename the header for the exported Gift Import ID field to GFLink. The Import IDs in this column link the pledge payments to the original pledges.
         
      • Enter all other appropriate values for the pledge payments
         
      • Save and close the CSV file
         
      • Import the pledge payments