Product: ImportOmatic

Description: This solution discusses the options available for soft crediting the spouse's gifts when promoting a non-constituent spouse during import

Environment: All

Versions: All


When searching for non-constituent spouses, there are some options available regarding soft crediting the spouse's gifts.

Soft credit for spouse's existing gifts

This option will add soft credits for all existing gifts to the newly promoted spouse record

Soft credit for spouse's future gifts (Added in version 3.6)

This option will soft credit each spouse for all new gifts moving forward. This option will mark the Automatically soft credit this individual for gifts option on the relationship record

Refer to the ImportOmatic User Guide for additional information.