Product: ImportOmatic

Description: This solution describes how to import gifts as receipted and acknowledged directly to the constituent record or to a gift batch in RE.

Environment: All

Version: All


Answer:


When importing gits directly to the constituent record: 

  1. Create a virtual field with a virtual field value of Receipted. Map the Raiser's Edge Field to Gift > Receipt. Select to Apply a Function of Static Field(field name) to the virtual field.

  2. Create a virtual field with a virtual field value of Acknowledged. Map the Raiser's Edge Field to Gift > Acknowledge. Select to Apply a Function of Static Field(field name) to the virtual field.


       3. Import to the constituent record gift tab.



When importing gifts into a gift batch:

  1. Create a virtual field with a virtual field value of Receipted. Map the Raiser's Edge Field to Gift > Receipt. Select to Apply a Function of Static Field(field name) to the virtual field.


       2. Create a virtual field with a virtual field value of Acknowledged. Map the Raiser's Edge Field to Gift > Acknowledge. Select to Apply a Function of Static Field(field name) to the                    virtual field.


       3. Select the check box labeled "Import Gifts to Batch" located under "Gifts" in the left hand navigation pane processing rules within the IOM import profile. Finally, import to the RE gift                  batch.

            

Note: If you are using a batch template, you will need to add columns for the Receipt and Acknowledgement fields for successful importing.



Refer to the ImportOmatic User Guide for additional information.