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.

 
  1. Create a gift query of the gifts to be changed.
     
  2. In Administration, click Globally Change Records.
     
  3. In the Gift category, highlight Gift.
     
  4. Click New Change.
     
  5. Click the Include button, choose Selected gifts, and include the query you created in step 1.
     
  6. In the Available Fields frame, select Gifts, Subtype.
     
  7. Select the appropriate operation and values. For example, to add a gift subtype, select Add. To change the gift subtype from one value to another, select Replace. To delete the gift subtype, select Delete.
     
  8. Click Change Now.
     
 

OR

 

    • Create a gift query of the gifts to be changed.
       
    • Create a gift import file in CSV (Comma Separated Values) format based on the query created in step 1.
       
    • On the Fields tab, select the following fields in addition to the ones selected by default:
       


      Gifts, Constituent Import ID

      Gifts, Subtype
       




       
    • Click Create Now.
       
    • In Excel, open the CSV file.
       
    • For each gift, edit the value in the Subtype field as appropriate. Note: To delete the Subtype, enter ^ in the Subtype field.
       
    • Save and close the CSV file.
       
    • Import the CSV file using a gift import.
       
    • On the General tab, select Update existing records.
       
    • Select all other appropriate options and complete the import process.