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amendments
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Importing split gifts as an amendment?
Hi, Does anyone know if it is possible to import a split gift as a gift amendment? I can get the import to work but I either end up with a split gift with no amendment, or an amended gift with no split. Am I missing something here, or am I trying to do something that isn't possible? Thanks, Jenny...
Posted to
Forum
by
Jenny Mulcock
on 05-31-2009
Re: Importing Gift Amendments
Hi Jenny, There was another post regarding importing gift amendments today and I apologize if you have already seen this information but in case you did not see that reply, I have included my response below. If you are importing an amendment to a recurring gift, you will need a column in your data file...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
Re: Importing Gift Amendments
Hi Jenny, I actually saw another post on this same topic today. I apologize if you have already reviewed that response but just in case you haven't seen it, I have included it below. If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
Re: Exception Report says record to update is for another constituent as a reason in the RGALink
Hi Emmy, If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment Import ID but it does not have to be populated. If you would like to do a test import into your Sample Database, you can type the following values into a csv file and run a Gift...
Posted to
Forum
by
Naomi Harding
on 05-14-2009
Importing Gift Amendments
Does anyone know how to import a gift amendment? Is this even possible? I'm sure it must be possible because it exists in the import menu, but I've never been able to get it to work. I'm having trouble getting RE to recognise the Gift Import ID, and I'm not sure what the difference is...
Posted to
Forum
by
Jenny Mulcock
on 05-14-2009
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