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
ImportOmatic 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.
Raiser's Edge Import Header
ImportOmatic 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 fields will have a Record Type of Gift.
For example below,if you are importing monthly pledges, you will need to map the following fields:
When the pledge is imported, the schedule will look like this.
We hope that you have found this information helpful. Please refer to your User Guide for information related to importing pledges.