Need Help Importing Multiple Gifts Simultaneously from Spreadsheet

Hi Len - there is a couple of different ways you can do this.

1. set up a Recurring gift batch - you set up a batch with the donors who regularly give from a specific 3rd party processor e.g. Benevity or company. Depending on how the data comes in. If you get the same 20-30 donors giving the same amount every month.
2. Set up master recurring gifts - and use the automatically generate transactions functionality

Having said that, all the options depend on your internal business rules

• Do you log the gifts on the donor's record or the company record?
• do you soft credit the donors?

@Len Gutman The first thing to determine is if there is a report or a file with these gifts listed. Afterwards, you will need to find a way to match up names to Cons ID or Import ID. Then, from there you just need to have the requisite gift fields entered (Gift Date, Amount, Campaign/Appeal/Fund, etc.) You'll need to create new GiftIDs and GiftImportIDs for the new gifts.

If these are as regular as you mentioned, a recurring gift batch like @Lucy Ruiz mentioned would be significantly easier. That way, you'll just need to update any changes.

Hi @Len Gutman ! We have approximately 850 employee donors who have deductions come out of their pay every 2 weeks. We have a recurring batch that we use to post these gifts. In January (the start of our fiscal year), we enter a pledge for each employee and each fund that they designate to on their record (this is done in batch also). Then each pay, we receive a spreadsheet with employee deductions. (Its slightly different every pay because you have employees who are on leave, requested deduction changes, maybe they left the organization).

We literally go line by line to cross check the payroll report vs the payroll report. Because we have pledges for each employee, and some employees designate to 4+ plus, we have to select which pledge to enter to. In the batch the shortcut for this is Control + Y. If we skip this step, RE7 will apply the payment to the first pledge, vs the pledge we need it to go to.

Hope this is helpful!

@Len Gutman we use batch. We have a recurring batch and every pay, we sort it by last name, cross check to the new payroll report, then update the date and check number column, then do the control Y that i mentioned to apply to the correct pledge, then commit the batch.

We choose not to import because some of our employees have multi year pledges, some have more than 5 funds they have designated to, so for us anyway, its just easier to have that template batch, and use that each pay. Some employees are married and we share spouse on our record too, so import could create a dup record if we already have the spouse employee on that record.

Send me an email and I will send you our process with screenshots! Beth.Gibney@atlanticare.org

@Len Gutman I would look at it like this. It depends on the format of the file you have.

Importing is easier if the data is already formatted correctly, or if the data is easy to format. Usually this is if the data came from the database already, and has constituent IDs and fund IDs for easy import. And if the format is consistent.

Batching is better if you don't have that data readily available, as you will be able to search for the data as you build the batch. As you make it recurring, you'll be able to quickly change the dates without any problems. Also, the batch entry is more of a manual process, but is not dependent on the formatting of the file as you'll have to enter the data from the file into the batch manually.