Description: This solution explains what fields are needed when importing pledges.
Environment: All
Version: All
When importing pledges, the pledge schedule needs to be imported as well.
The fields used when importing pledges are explained below:
|
Raiser's Edge Import Header |
ImportOMatic Value Type* |
Definition |
Allowed Values |
Used for which frequencies? |
| GFType |
Type |
Is this a recurring gift or a pledge? |
Recurring Gift, Pledge |
All |
| GFInsNumPay |
Number of installments |
How many payments will be made on the pledge/recurring gift? |
Numeric (1,2,3 etc) |
All (required for pledges, optional for recurring gifts) |
| GFInsStartDate |
Date 1st Pay |
Date of first payment |
Date |
All |
| GFInsEndDate |
Schedule ending date |
Use if the recurring gift is not open ended |
Date |
All (not required) |
| GFInsFreq* |
Installment frequency |
The frequency with which payments will be made. |
Annually, Semi-annually, Quarterly, Bimonthly, Monthly, Semi-Monthly, Biweekly, Weekly, Single Installment |
All |
| GFInsFreqOption |
Schedule monthly type |
Will the payment be made on a specific date of the month (i.e. the 15th) or a set day of the month (i.e. the second Monday)? |
Specific day, User defined day |
Semi-annually, Quarterly, Bimonthly, Monthly |
| GFInsMonthName |
Schedule month |
Which month of the year will the payment be made? |
January, February, March, April, May, June, July, August, September, October, November, December |
Annually |
| GFinsNumDay |
Schedule day of month |
Date for the payment |
Numeric from 1-31 |
Annually, Semi-annually, Quarterly, Bimonthly, Monthly, Semi-monthly (only when day type is Specific day) |
| GFInsOrdDay |
Schedule monthly ordinal |
Week of the payment |
First, Second, Third, Fourth, Last |
Semi-annually, Quarterly, Bimonthly, Monthly (used in conjunction with Schedule monthly day of week when day type is user defined day) |
| GFInsDayName |
Schedule monthly day of week |
Day of the payment |
Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday |
Semi-annually, Quarterly, Bimonthly, Monthly (used in conjunction with Schedule monthly ordinal when day type is user defined day) |
| GFInsOrdDay1 |
Schedule semi-monthly day type 1 |
Will the payment be made on a specific day of the month (15th) or the first or last day? |
First, Last, Specific Day |
Semi-monthly (If Specific day is selected, need Schedule day of month) |
| GFInsOrdDay2 |
Scheduled semi-monthly day type 2 |
Will the payment be made on a specific day of the month (15th) or the first or last day? |
First, Last, Specific Day |
Semi-monthly (If specific day is selected. need Schedule day of month) |
| GFInsNumDay2 |
Schedule day of month 2 |
Date of the payment |
Numeric from 1-31 |
Semi-monthly (when day type is Specific day) |
| Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday |
Schedule weekly day of week |
Day of the payment |
Sunday, Sun, Monday, Mon, Tuesday, Tue, Wednesday, Wed, Thursday, Thu, Friday, Fri, Saturday, Sat |
Weekly, Biweekly |
| Spacing |
Schedule spacing |
Used to indicate how frequently the installment will repeat (i.e. every 1 month) |
Numeric values (usually 1) |
Monthly, Semi-monthly, Weekly |
A sample of the pledge import setup with mapping directions for multiple pledge frequencies:
A sample of the IOM pledge profile:
A sample of the imported pledge gifts w/ schedules:
*Any required fields for gift record creation in your RE database must also be included (example: Fund, Campaign, etc.)
Refer to the ImportOmatic User Guide for additional information.