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 of the gifts that need to be applied to recurring gifts 
    • Attach the query to a Gift export
    • Select CSV as the Export format
    • On the Output tab, select the following fields:  Gift Amount, Gift Date, Campaign, Fund, and Appeal
    • Export and save this CSV file
    • Create another Gift query of the recurring gifts
    • Attach the query to a Gift export
    • Select CSV as the Export format
    • On the Output tab, select the Gift Import ID
    • Export and save this CSV file
    • Add the recurring gift import ID to the appropriate gifts in the first export file.  The column header for the recurring gift import ID is GFLink
    • Save and close the updated import file
    • Import this file into The Raiser's Edge using a Recurring Gift Payment Import
    • After importing the gifts, globally delete the cash gifts