Importing New Records - Gifts and Pledges (One Payment Per Row)
Follow the steps for Importing New Records.

Field Required Type Sample Value Notes
Contact_Id Yes, unless lookup fields are used to identify the contact Identifier "456" Must match an existing Contact Id in the system
Contact_Indicator Yes Datasource Data "Primary" Must be one of: Primary, Secondary, or Address
Giving_Type Yes Datasource Data "Gift" Must be one of: Gift or Pledge
Giving_Amount Yes Decimal "500.00"  
Giving_Date No Date "2024/02/01" Must be within associated campaign dates
Note No Text "Giving Note Example"  
Giving_Description No Text "Annual Fund Donation"  
Entered_Date No Date "2024/02/02"  
Anonymous_Until No Date "2025/01/01"  
Alternate_Giving_Salutation No Text "Mr. & Mrs. Smith"  
Online_Gift No Boolean "1"  
Non_Tax_Deductible_Amount No Decimal "50.00"  
Event_Id No Identifier "789" Must match an existing Event Id in the system
Matching_Gift_Id No Identifier "123" Must match an existing Matching Gift Id in the system
Solicitor_Id No Identifier "789" Must match an existing Solicitor Id in the system
Solicitor_Indicator No Datasource Data "Secondary" Must be one of: Primary, Secondary, or Address
Default_Allocation_Campaign_Id Yes, unless lookup fields are used to identify the campaign Identifier "123" Must match an existing campaign Id in the system
Default_Allocation_Campaign_Description No, unless Default_Allocation_Campaign_Id is not specified Lookup "Unrestricted Endowment" Must match an existing campaign description in the system
Default_Allocation_Fund_Id Yes, unless lookup fields are used to identify the fund Identifier "456" Must match an existing Fund Id in the system associated with the attached campaign
Default_Allocation_Fund_Desc No, unless Default_Allocation_Fund_Id is not specified Lookup "Alumni Fund" Must match an existing Fund description in the system associated with the attached campaign
Due_Amount Yes Decimal "150.50"  
Due_Date Yes Date "2025/02/06"  
Paid_Amount No Decimal "100.00"  
Paid_Date No Date "2025/02/05"  
Payment_Method No Datasource Data "Credit Card" The values used must match the values found in the system. Custom values can be added.
Check_Date No Date "2025/02/05"  
Reference_Number No Text "123abc"  
Payment_Comment No Text "Paid"  
Payment_Allocation_Campaign_Id No Identifier "123" Must match an existing campaign Id in the system
Payment_Allocation_Campaign_Desc No Lookup "Unrestricted Endowment" Must match an existing campaign description in the system
Payment_Allocation_Fund_Id No Identifier "456" Must match an existing Fund Id in the system associated with the attached campaign
Payment_Allocation_Fund_Desc No Lookup "Alumni Fund" Must match an existing Fund description in the system associated with the attached campaign
Descriptor_Type_Id1 No Identifier "123" Must match an existing Donation Attribute Type Id in the system
Descriptor_Attribute_Desc1 No Lookup "Major Donor" Must match an existing donation attribute in the system
Descriptor_Category1 No Lookup "Platinum" Must match an existing donation attribute category in the system
Descriptor_Comment1 No Text "VIP donor"  
Soft_Credit_Contact_Id1 No Identifier "7788" must match an existing Contact Id in the system
Soft_Credit_Contact_Published_Name1 No Lookup "John and Jane Doe" Must match an existing contact published name in the system
Soft_Credit_Contact_Indicator1 No Lookup "Primary" Must be one of: Primary, Secondary, or Address
Soft_Credit_Amount1 No Decimal "250.00"  
Recognition_Name1 No Text "Smith Family"  
Recognition_Household_Id1 No Identifier "5566" Must match an existing Household Id in the system
Recognition_Household_Name1 No Lookup "Smith Household" Must match an existing household name in the system
Recognition_Household_Indicator1 No Lookup "Secondary" Must be one of: Primary, Secondary, or Address
Recognition_Note1 No Text "Lifetime Contributor"  
Recognition_Occasion1 No Text "Memorial Gift"  
Recognition_Category1 No Datasource Data "Legacy Donor" Must match an existing recognition category under lookups in the system
Lookup_Contact_Id No, unless Contact_Id is not specified Lookup "123" Must match an existing Contact Id in the system
Lookup_Household_Id No, unless Contact_Id is not specified Lookup "456" Must match an existing Household Id in the system
Lookup_Household_Name No, unless Contact_Id is not specified Lookup "Smith Household" Must match an existing Household Name in the system
Lookup_Household_Address No, unless Contact_Id is not specified Lookup "123 Main St" Must match an existing Household Address in the system
Lookup_Household_Alternate_Id No, unless Contact_Id is not specified Lookup "789" Must match an existing Household Alternate Id in the system
Lookup_Parent1_First_Name No, unless Contact_Id is not specified Lookup "John" must match an existing Parent 1 First Name in the system
Lookup_Parent2_First_Name No, unless Contact_Id is not specified Lookup "Jane" Must match an existing Parent 2 First Name in the system
Lookup_Parent1_Alternate_Id No, unless Contact_Id is not specified Lookup "123" Must match an existing Parent 1 Alternate Id in the system
Lookup_Parent2_Alternate_Id No, unless Contact_Id is not specified Lookup "456" Must match an existing Parent 2 Alternate Id in the system
Posted_Date No Date "2024/02/05"  
Voided_Date No Date "2024/02/06"

Note: Due amounts must match paid amounts for all donations that have no outstanding payments due.
Note: Each payment within the same donation must have the following fields match for the system to recognize these payments as a part of the same donation record: Contact_Id, Contact_Indicator, Giving_Type, Giving_Amount, Giving_Date, and Giving_Description

See also

Schedule Demo
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