Product: ImportOmatic

Description: This solution describes how the map a soft credit

Environment: All

Version: All

Answer:

The constituent ID or constituent import ID of the soft credit recipient must be in the data file or connector profile. In version 3.5.1.13 and earlier, the full amount of the gift is soft credited to the recipient. In version 3.6 and later, a specific amount can be specified for the recipient.

For versions 3.3.2.5 and earlier:

The mapping will appear as follows: Record Type = Gift Field and the Value Type = Soft Credit - Constituent ID (or Soft Credit - Constituent Import ID)

Example Mapping:

For version 3.4 through 3.5.1.13:

The mapping will appear as follows: Raiser's Edge Field = Gift > Soft Credit - Constituent ID (or Raiser's Edge Field = Gift > Soft Credit - Constituent Import ID)

Example Mapping: 

For version 3.6 and later:

Starting in version 3.6, you are now able to specify a soft credit amount. The amount can either be a gift amount or a percentage of the gift. If using percentage, the full amount must be indicated - for example, for 25% of the gift, either 25% or 25 will be in the file. If .25 is in the file, a dictionary will need to be applied to change it.

If there are multiple soft credit recipients, group their ID and gift amount using the relationship group number column.

Example Mapping:

In the Gifts area of the profile, indicate whether the value is amount or percentage. If you do not have the value in the file, you can specify whether to apply the full amount to all or distribute evenly.

Refer to the ImportOmatic User Guide for additional information.