Product: ImportOmatic

Description: This solution explains how to import recurring gift payments.

Environment: All

Versions: All


If you are taking the recurring gift payments directly to the constituent record, you have the option of working with the existing recurring gift import id or the existing gift id. One or the other will be needed to identify on which recurring gift the payment should be associated.

You will need to map the recurring gift id or recurring gift import id, whichever you choose to use, to a Record Type = Gift Field and a Value Type = Apply to Recurring Gift ID or Apply to Apply to Recurring Gift Import ID. All other gift fields that you want or need on the gift record should be mapped as well.

Regarding the processing rules, if you want to pull the default recurring gift values instead of placing them in the file and mapping them within the profile, you can make selections in the processing rules. This prevents you from needing to map gift fields such as fund, appeal, etc. The option you will want to select is located under Gifts in the profile navigation pane. Select the check box labeled "When using a recurring gift ID to apply a gift to a recurring gift, use default recurring gift values". You will only need to make this selection if you want to use default recurring gift values from the original recurring gift record. Otherwise, include the gift columns in the file and simply map the fields for the gift as normal within the profile.

Alternatively, If you are taking the gifts into a gift batch within RE, you can apply the gifts to a recurring gift from within the batch prior to commitment. This option would work for you if you do not have or do not want to retrieve the recurring gift import id or recurring gift id to place in the file.

Note: When you make a payment to a recurring gift, RE will change the gift type from Cash to Pay-Cash once it is applied to the recurring gift.

Refer to the ImportOmatic User Guide for additional information.