Product: ImportOmatic
Description: This solution discusses how to link an existing gift to a proposal
Environment: All
Version: All
Answer:
The Gift ID or Gift Import ID will need to be included in the data file.
The gift id will be mapped as Prospect > Proposal > Linked Gift ID
Description: This solution discusses how to link an existing gift to a proposal
Environment: All
Version: All
Answer:
The Gift ID or Gift Import ID will need to be included in the data file.
The gift id will be mapped as Prospect > Proposal > Linked Gift ID
OR
The gift import id will be mapped as Prospect > Proposal > Linked Gift Import ID
The remainder of the desired proposal information will be mapped according to what is required for the creation of a proposal record in your RE database.
The remainder of the desired proposal information will be mapped according to what is required for the creation of a proposal record in your RE database.
A basic example is shown below with the mapping for the linked gift id:
