Answer

GiveSmart Fundraise is the online donation and event platform which Fundraising Online customers have transitioned to.  Below is the process to import Fundraise transactions into Fundraising 50.

Notes:

  • The file must be saved as .csv
  • This import process utilized Defaults so all transaction will import with the same Solicitation, Purpose, and Fund to mirror the import previously utilized in Abila Fundraising Online. 
  • If you want each transaction to have unique coding, your import file will need to be manually updated with the unique Solicitation, Purpose, and Fund code.

 

File Formatting:

Before importing the file that was generated in GiveSmart Fundraise, the file will need to be formatted to remove the Date/Time Stamp and Dollar Sign.

1. The Transaction Date filed will need to be reformatted to remove the time stamp.  Highlight the Dates, right click, and select Format Cells

 .

2. Select Customer and then the Type of m/d/yyyy followed by OK

 .

3. The cells will appear as shown below in the image below

 .

4. Right click on Collected Amount and select Format Cells

 .

5. Change Symbol to None then select OK

 .

6. Save the File to the Default File folder that is mapped in Fundraising 50

7. Close the file

Importing the File into Fundraising 50:

1. The Transaction Date filed will need to be reformatted to remove the time stamp.  Highlight the Dates, right click, and select Format Cells

 .

2. Select Open in Step 1, select the file, followed by Open

 .

3. Select OK

 .

4. Basic map:

  • Donor Full Name to Last Name field – the system will parse out First and Last Name
  • Email to Email
  • Phone to Home

 .

5. Select Gift and map:

  • Transaction Date to Date
  • Collected Amount to Amount
  • Transaction ID to Receipt – this is optional but is a handy reference for searching for a specific transaction in Fundraise rather than using Name and returning an entire list to find the transaction you are looking for.

 .

6. Select Defaults

 .

7. Select New

 .

8. Add Defaults to the following fields then select OK:

  • Credit Card
  • Solicitation
  • Purpose
  • Fund

 .

9. Provide a meaningful name to the Default Definition.

Note:

  • If you are importing transactions from multiple forms, then it would be OK to use a generic Default Definition Name.

  • If you are importing from a single form, the rule of thumb is to name the Default Definition using the same name as the form to avoid confusion and avoiding miscoding.  Some import situations cannot be reversed so use care when naming the Default Definition.

 .

10.  Select the Import dropdown and select your Default Definition followed by OK

 .

11. The Gift card will show exclamation points next to Defaulted fields

 .

12. Select Duplicates at the bottom

 .

13. Set the Duplicate Check for the fields you have mapped on Basic.  Ignore unmapped fields to avoid Insufficient Duplicate Check errors.

Note: these Validation Options are a suggestion, your data file and database structure may so if you encounter Insufficient Duplicate Check errors, you may need to adjust From Exact to Begins With or Ignore.

14. Select Validate Import

 .

15. The Validation should return without errors.  If you run into errors, select the View Errors button and make corrections

 .

16. Select Import button

17. Your completion window should look something like this – select Close button

 .

18. Name the Import Definition something meaningful, like the exact form name, so that you can utilize this definition in future imports.

 .

19. Select OK

 

Article Type
Product Info
Product Line
Fundraising 50
Product Module/Feature
Import
Ranking
No votes yet