Product: ImportOmatic
Description: This solution discusses how to link gifts from a different donor to a participant record as an "Other Donation".
Environment: All
Versions: All


In order to add gifts given to a participant, and record as an Other Donation, a two pass import will need to be created. In order to link the gift to the event, you will need the Participant Import ID. The first pass will output the Participant Import ID and the second pass will use the Import ID to link the gift to that participant.

For the first pass, map the participant's information along with any event fields. The donor and gift information will be set to Ignore for this pass.

In the left side navigation pane go to Files under Output. You will choose the option to Include the Import ID for all matched or added Participants in the output file. Selecting this option will generate a file that has the Participant Import ID added to a new column at the beginning of the file. The file will be saved in the same location where you save error and exception files. It will be named MMDDYYYY_HHMMSS_Updates.

For the second pass, highlight the profile and click on Copy. This will make a copy of your current profile so that you do not need to change the mapping around to import the donor and gift information.

Right click on field A and choose Insert row before. This is the column that contains the Participant Import ID; map this to Record Type = Gift Field and Value Type = Other Donation Participant Import ID

You will map the other gift items (amount, fund, etc) as usual.

In the left side navigation pane, go to Gift Linking under Participants and make the selection for Link Gift information to Participant record as Other Donations.

Refer to the ImportOmatic User Guide for additional information.