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Importing gifts into a gift batch

I'm trying to import gifts into a gift batch and using an appeal. However even though my campaign and fund are linked to the appeal it does not auto populate in the gift batch. Do I have to map to the campaign and fund in addition to the appeal?

I don't think that the normal RE defaults apply to batches when they are created through IOM. You can use a Gift default set to set the campaign and fund if they are all the same. Otherwise you can use a dictionary to set the campaign and fund based on the appeal.
Hi Shalena,

If the campaign and fund are marked as the default on the appeal, you can map the appeal to Master ID.



Then under Gifts, make sure you have the Enhanced Package/Appeal Processing set to translate based on Appeal.

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Thank you,
Amanda
Omatic Support

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