Importing Recurring Gift Payments

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Tenika Thompson
Tenika Thompson
Eighth Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
We have a very robust employee giving program. We have at the moment over 1,800 employees who give thru payroll deduction. I recently took on a project to import Recurring Gifts on every employee who gives thru payroll deduction. Previously all gifts were just imported as a one-time gifts, but I found that the current process was not good at controlling the Fund code the gifts went into (we have several). Now that I have that set up. I am struggling with the best way to get these payments onto the recurring gift. I plan to use the Recurring Gift Payment Import in IMPORT. The problem I am running into is how to successfully manipulate the file I get from payroll and compare it with what is currently in our database using the Employee ID#. 


How do other organizations import their recurring gifts? Do any have a similar make-up like us? Thoughts? Greatly appreciated.
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  • Aldera Chisholm 2
    Aldera Chisholm 2 Community All-Star
    Sixth Anniversary 250 Likes 100 Comments Photogenic
    Congrats on such a great employee giving program! Is the challenge making the connection between the individual in RE and the individual on the payroll report because there isn't a common field to compare them?  Can you perhaps export a list of all the last ones that did a gift via one time gift, and then using a common field between the two reports like maybe email address (if name isn't the same format, or address) and do a VLookup in excel to bring over the Constituent ID? It likely wouldn't get them all, but it would possibly clean up a chunk of them for you? It would be a bit cumbersome the first time you did it, but then you would just have to edit changes rather than re-do it monthly. 


    Our list is much smaller, but once they were all in as recurring, I have two different ways I've done it... one is ensure they are all on a query, and then open a batch and use tools/automatically generate payments., and for a different group I just use a recurring batch (one group has a lot of variables so it's easier to do recurring batch.) Both seem to work equally well.


    Good luck! Looking forward to seeing other peoples ideas as there is likely a better way than what I'm doing! :)


    Cheers

     
  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic
    Discussion moved to Raiser's Edge. Thanks!

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