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)
Omatic Info
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.
*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.