Slate provides a self-service method for importing both historical and live data. Formulate a data import strategy by reviewing recommendations for Importing Data  of various types from external sources. When importing data, determine fi...

Upload Dataset is a self-service Slate tool for importing historical and live data. It may sometimes be hard to find an explanation for discrepancies you find between incoming data and the data that you ultimately see in Slate. The following tip...

Gifts can be imported into Slate in batch using the  Upload Dataset tool. At a minimum, the data points needed for a gift to be created and matched on a record are: Gift Type Gift Fund Gift Status Gift Amount Matching criteria f...

This category of mapping destinations shares many of the same destinations as the Gift destinations . The destinations unique to pledges are:

This article describes various mapping destinations used for gifts. For all of the listed items that use Value Mappings, institutions can also map as Static Values, so all gifts in the group receive a particular value. Gift-scoped custom fields...

Soft credit mapping destinations enable you to assign soft credits for a specific existing gift. For example, John Doe's wife, Jane, has existing gifts on her record. An institution wants to just create a soft credit for a specific gift through an ...