NOTE: Before using this process, it is necessary to eliminate any gifts that have more than one soft credit recipient.
- Create a Gift query of all gifts that need to be changed
- Create a new constituent and save the record (This will be a dummy constituent with the sole purpose of later being deleted)
- Select File, Properties and record the ImportID for this new constituent
- Close the constituent record
- Select Admin, Import, Gifts, Soft Credit
- Click New
- Select Create an Import File
- Include the query from step 1
- Click the button with the ellipsis marks and enter a file name
- Click Open
- Select Create Now
- Open the Import File created in Step 5
- Replace the Import ID number under the SoftCredRecip column, with the ImportID for the constituent that was created in step 2
- Repeat Step 13 for each row in the Import File
- Save the import file
- Create a new Soft Credit import
- Select Update existing records
- Include the import file
- Select Update Now
- Delete the dummy constituent to delete the soft credits