Importacular User Guide

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Import to Gift

Gift templates allow you to set up your gift entry similar to other mapping areas within Importacular. Below you can see an example of a Gift template. You can watch a video tutorial on building a template to import Gifts here or you can watch an explanation of the fields and mappings available with Gifts here.

As with other areas, you will need to map data using either a Source Field Name or a Default Value.

One of the differences between the Gift area and other areas is that it is also possible to filter the fields that are shown for mapping. Importacular defaults to “Show Common Fields,” but if you are working with Pledge (or Recurring) gifts, you may need other field options (you can see the dropdown in the lower left hand corner of the screenshot above). When selecting each field option, you will be required to fill in all possible required fields. For that reason, you should not select Scheduling fields unless necessary.

When choosing the common fields with scheduling fields, the schedule wizard can be started. See Importing Gifts with a Schedule for more information.

Within the Gifts area, the key fields (those which need to be mapped in order for the data to be processed) are fund, date, amount. If these are left blank for any reason, the gift will not process. If you would like gifts that do not process to be listed in the Control Report, you need to adjust your Gift Area Settings accordingly.

While the majority of the Gifts Area is included in the free version, there are several options can be added with paid destinations. These include: linking a Soft Credit to a gift, linking a Tribute to a gift, assigning a Solicitor/Canvasser to a gift, linking a Gift to an Event Participation, applying a payment to either a Pledge or a Recurring Gift, adding a Bank/Financial Institution Relationship and Adjusting a Gift.

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