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Change gift type

Last post 12-17-2009 6:11 PM by Elaina Berti. 3 replies.
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  • 11-24-2009 2:18 PM

    Change gift type

    Is there a way to change the gift type without deleting and reentering the gifts?  For example, I need to change a gift type from Other to Cash.

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  • 11-24-2009 2:30 PM In reply to

    • Clare Jacocks
    • Not Ranked
    • User Since: 2006
    • Posts 6
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Change gift type

     Been there, done that  :(

    I believe the only way is to export the gifts, make the change and import.  Best way if it is a whole batch.

    Clare M. Jacocks
  • 11-24-2009 2:36 PM In reply to

    • Yuriy Iordakiev
    • Top 75 Contributor
    • User Since: 2000
    • Posts 99
    • Organization: Trillium Health Centre Foundation
    • Products:  Blackbaud NetCommunity, The Raiser's Edge

    Re: Change gift type

    The only way is to delete it and add again if it's a single gift. For a multiple gifts you could export and import them back but it's a lot of work and you would loose batch number anyway.

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  • 12-17-2009 6:11 PM In reply to

    • Elaina Berti
    • Top 500 Contributor
    • User Since: 1998
    • Posts 20
    • Organization: Bellarmine College Preparatory
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Change gift type

    Oh, if it was only as simple as globally changing the date...Wink

    Really export/import is not that much of a hassle - just query the gifts you want to change - output the gift import ID and the gift type field - export to a .CSV file - change Other to Cash and use a Gift Import to replace the exsisting information.  Contact me directly if you need further instructions.

    Elaina Berti
    Development Services Manager
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