Importing Gifts for Advancement
- 09 Nov 2023
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Importing Gifts for Advancement
- Updated 09 Nov 2023
- 1 minute read
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- PDF
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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 for a record (such as Slate ID, Dataset Key, First + Last + DOB/Email)
As a matter of best practice, it is recommended that all of the additional data points about an individual gift also be included in the import. Information such as: Gift Date, Campaigns, Appeals, Soft Credit Handling, User, Occasion, etc.
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