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Import matched gifts
1 Comment
Your answer is very helpful IF the Organization is matching for the first time, or does not exist in our database, but what about the routine periodic gifts? Those organizations already exist - how do we process those gifts (from the spreadsheet in the same row)?
Tom Wright
Hi all,
Has anyone got any experience importing matched gifts?
We receive several different files (one from each agency) each month with "Give As You Earn" (aka payroll giving) gift data. Common practice seems to be to include the donation amount and the matched amount on the same row.
How can I import matched gifts using IOM? How can I create a cash gift and a matched gift from one row?
Cheers,
Tom