Omatic Support

Proper planning of importing pledges with schedules will make what seems like a daunting task quite simple!  

A basic pledge import at minimum, must include the fields required in Raiser's Edge to create a gift record. Those fields are the Gift Date, Gift Type, Gift Amount and Fund.  To import pledges with schedules, you must include the fields required to populate the installment schedule.  The fields that you will need to change is based on which installment frequency is used for the pledge.  The grid below shows the fields required  to populate the pledge installment schedule, along with an explanation of which frequency requires which fields.

 

Raiser's Edge Import Header	Import-O-Matic Value Type*	Definition	Allowed Values	Used for which frequencies?
GFType	Type	Is this a recurring gift or a pledge?	Recurring Gift, Pledge	All
GFInsNumPay	Number of installments	How many payments will be made on the pledge/recurring gift?	Numeric (1,2,3 etc)	All (required for pledges, optional for recurring gifts)
GFInsStartDate	Date 1st Pay	Date of first payment	Date	All
GFInsEndDate	Schedule ending date	Use if the recurring gift is not open ended	Date	All (not required)
GFInsFreq	Installment frequency	The frequency with which payments will be made.	Annually, Semi-annually, Quarterly, Bimonthly, Monthly, Semi-Monthly, Biweekly, Weekly, Irregular, Single Installment	All
GFInsFreqOption	Schedule monthly type	Will the payment be made on a specific date of the month (i.e. the 15th) or a set day of the month (i.e. the second Monday)?	Specific day, User defined day	Semi-annually, Quarterly, Bimonthly, Monthly
GFInsMonthName	Schedule month	Which month of the year will the payment be made?	January, February, March, April, May, June, July, August, September, October, November, December	Annually
GFinsNumDay	Schedule day of month	Date for the payment	Numeric from 1-31	Annually, Semi-annually, Quarterly, Bimonthly, Monthly, Semi-monthly (only when day type is Specific day)
GFInsOrdDay	Schedule monthly ordinal	Week of the payment	First, Second, Third, Fourth, Last	Semi-annually, Quarterly, Bimonthly, Monthly (used in conjunction with Schedule monthly day of week when day type is user defined day)
GFInsDayName	Schedule monthly day of week	Day of the payment	Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday	Semi-annually, Quarterly, Bimonthly, Monthly (used in conjunction with Schedule monthly ordinal when day type is user defined day)
GFInsOrdDay1	Schedule semi-monthly day type 1	Will the payment be made on a specific day of the month (15th) or the first or last day?	First, Last, Specific Day	Semi-monthly (If Specific day is selected, need Schedule day of month)
GFInsOrdDay2	Scheduled semi-monthly day type 2	Will the payment be made on a specific day of the month (15th) or the first or last day?	First, Last, Specific Day	Semi-monthly (If specific day is selected. need Schedule day of month)
GFInsNumDay2	Schedule day of month 2	Date of the payment	Numeric from 1-31	Semi-monthly (when day type is Specific day)
Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday	Schedule weekly day of week	Day of the payment	Sunday, Sun, Monday, Mon, Tuesday, Tue, Wednesday, Wed, Thursday, Thu, Friday, Fri, Saturday, Sat	Weekly, Biweekly
Spacing	Schedule spacing	Used to indicate how frequently the installment will repeat (i.e. every 1 month)	Numeric values (usually 1)	Monthly, Semi-monthly, Weekly

     

     *All fieldswill have a Record Type of Gift.

                                                                   

For example below, Mr. Keller is making a $600 pledge to be paid monthly in 12 installments.   The mapping file would need to look like:

When the pledge is imported, the schedule will look like this.  

 

                   

We hope that you have found this information helpful.  Please referto your User Guide for information related to importing pledges.