To globally change packages on posted gift records:


Note: If the gifts have already been posted, they will need to be adjusted instead of globally changed.

 

To globally change the package on gift records:

  • Create a static 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:

    Gift, Gift Import ID

    Gift, Appeal

    Gift, Package ID

  • Open the CSV file
     
  • Enter the appropriate value in the Package ID column for each gift.
     
  • 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.
     

    To globally change the package on constituent appeals: