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.


    • The pledge cannot have payments applied
    • If you are importing additional installments,
      • Mark Import records not found as new records on the General tab of the import.
      • If you mark Create an output query records updated, you will get exception messages for the update records with a reason "A record with an ID of zero was encountered saving the static query."  This exception message relates to the handling of the additional instalments in the output query, not the actual import.  The pledge installments will be updated/imported correctly.  The output query of records updated will correctly reflect the records updated.
    • The total of installments must equal the amount of the pledge.
    • Use the Pledge Import ID in the gift link field