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.
Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - The Basics of Importing.
Note: To import recurring gift payments that are not split, please refer to BB446180.
Create a data file or use an existing file.
Include the following field in your import data file. The fields marked with an asterisk (*) are required for this type of import. The sample import file shows a payment with two splits.Headers:
ImportID*, GFDate, GFLink*, GiftSplitAmt*, GiftSplitCamp, GiftSplitFund*, GiftSplitAppeal, GiftSplitPkg, GiftSplitGiftAidQualificationMethod*
Corresponding Field Names:
ImportID*, Payment Date, Gift Link*, Gift Split Amount*, Gift Split Campaign, Gift Split Fund*, Gift Split Appeal, Gift Split Package, Gift Split Gift Aid Qualification Method*
Note: The Gift Aid Qualification Method is only required for the UK version and the values should be 1, 2 or 3 which are as follows:
1 - Apply Gift Aid Rules
2 - Set as Qualified
3 - Set as Not Qualified
In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.
If necessary, include other fields in the data file that are available for this import type. Note: Not all fields can be imported with all import types; for example, gifts cannot be imported with constituent information. Refer to the Recurring Gift Payment Fields section of the Import Guide (PDF) for a list of all available fields (layout table) and for what each is used. You can also access the layout table from the Fields tab in the import parameters.
In Import, select Recurring Gift Payment from the Gift category. Click New and select the following parameters. For more information on what these parameters mean, refer to How to import in The Raiser's Edge 7 - The Basics of Importing.
- What do you want to do?: Import New Records
- What file do you wish to import?: Browse to the import file
- How do you want the system to identify existing constituents?: Use the Import ID
- What is the format of this import file?: Delimited
File Layout Tab:
- Field Separators and Text Qualifiers: Comma, Quotation
- Import Field Names: Field names are on the first line of the import file
- Sample Import Format: Verify the first few rows of the import file
In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column. The extension column will show 00 for the first split, 01 for 2nd and so on.
We recommend marking all available checkboxes. At the very least, mark the Create control report option.