Adding a Batch Gift Import

Modules>Fundraising>Gifts>Add Batch Gift Import

Use the Add Gift Batch page to enter a number of gifts that can be imported at once. This form allows you to do quick data entry for multiple gifts to be saved for a batch import.

Before you perform this task, make sure that a Gift Batch has been created to which you can assign the gifts you add on this form. See Gift Batch Entry for more information.

This task also requires an Invoice Batch to which you can assign the gifts you create with this form. See Batch Overview and Workflow.

To add a Batch Gift Import file, use the following steps:

  1. Go Modules>Fundraising>Gifts>Add Batch Gift Import. The Add–Batch Gift Import page opens.
  2. Fill in the fields as described in the table below. The values you enter for the gift information are default values that will be used to populate the gift profile if specific information is not entered in the Gifts section of the form. You can override these values for selected gifts as you enter them in the next steps.

    3. Note: Using the default values for the batch can speed up data entry. For example, if you are entering gifts for a single campaign, you need only enter the campaign at the batch level, instead of selecting it for each gift. The values you choose as defaults populate the fields in the Gifts section of the form. If you do not select a default value for a field, the field in the Gifts section is blank.

    Field Required Description
    description Required Enter a description for the batch.
    gift date Optional Enter a default value to be used for the date of the gift.
    gift type Optional Select a default value to use for the gift type.
    fund Optional Select a fund to use as the default for gifts in this batch.
    source code Optional Enter a source code to use as the default for gifts in this batch.
    campaign Optional Select a campaign to use as the default for gifts in this batch. The campaigns shown in this list are based on the value you select for the fund field.
    purpose Optional Select a purpose to use as the default for gifts in this batch. The purposes shown in this list are based on the value you select for the fund field.
    package code Optional Select a package code to use as the default for gifts in this batch. The codes shown in this list are based on the value you select for the fund field.
    appeal Optional Select an appeal to use as the default for gifts in this batch. The appeals shown in this list are based on the value you select for the fund field.
    invoice batch Required Select an invoice batch to use for this gift import.
    payment method Required Select a default value to use for the payment method. This value can be overridden for individual gifts you add to the batch import.

  3. After you enter the batch information, you can click Save for Later to save the batch default values without entering any gifts. When you are ready to enter gifts for the batch, proceed to the next step.
  4. In the Gifts section, click the Add button.
  5. Enter the gift information for a single gift, as shown in the following table.

    6. Field Required Description
    name/id Required Enter a description for the batch. To search for a constituent, type a partial name in the field, and click the Lookup button. Then, select the constituent from the search results.
    amount Optional Enter the gift amount.
    date Optional Select a date if you want to override the default date of the gift.
    gift type Optional Select a value to use for the gift type, or accept the default gift type specified for this batch import.
    fund Display only The fund for the batch import is selected at the batch level. You cannot override it in the Gifts section. The fund for the batch will be used for all entries in the batch.
    campaign Optional Select a value to use for the campaign, or accept the default campaign specified for the batch import.
    appeal Optional Select a value to use for the appeal, or accept the default value specified for the batch import.
    package Optional Select a package to apply to the gift, or accept the default package specified for the batch import.
    payment method Required Select a payment method for the gift, or accept the default payment method specified for the batch import. You should verify that the payment method for this gift is accurate.
    tribute honoree Optional If this gift is a tribute, enter the name of the honoree.
    recognition Optional

    If this gift is in recognition of a constituent, select the recognition type from the list.
    recognition name Optional If you select a recognition type, the recognition name field appears. Enter the name to use for the recognition statement in this gift.
    personal message Optional Enter the constituent's personal message for a tribute or recognition gift in this field.

  6. Repeat steps 4 and 5 for each gift to be included in the batch. If you need to delete a single gift from the batch, use the Delete button.
  7. Click the Save for Later button to save your changes. Click the Cancel button to clear your changes and go to the previous page.