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How to import pledges using Import-O-Matic

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.





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