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Applying cash gifts to existing Recurring Gifts as payments

Hi,

I was checking the forums and didn't see anything about my question. Just wondering if IOM can apply a cash gift to an existing recurring gift. I know that I'd have to import the new donors first, and then export out the recurring gift import id and then create a second profile for the gifts and import them separately. Under: Import Profile>Gifts - would I be using"Recurring Gift" for this?

I did test RE and it worked, but wanted to utilize the gift batch component in IOM as a control. Can this be done?

1 Comment

Hi Loretta,

You bet! Just follow the instructions for linking payments to recurring gifts in the ImportOmatic user guide (scroll down halfway, or search for the term "recurring"). Let us know if you have any issues!

 

Jeff


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