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
