Importing Soft Credits
- 22 Aug 2024
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Importing Soft Credits
- Updated 22 Aug 2024
- 2 minute read
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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 import. A file can be uploaded that contains identifying information for Jane's record, identifying information for the specific gift on Jane's record, and John's Slate ID.
This destination group also allows for setting an override amount upon import. Institutions can use one of the three "Matching Only" mappings to match to a gift.
Soft Credit Mapping Destinations | Description |
|---|---|
Soft Credit - Gift Slate GUID | Match to the appropriate gift using the gift's Slate GUID. |
Soft Credit - Gift Identity | Match to the appropriate gift using the gift's identity. |
Soft Credit - Gift External ID | Match to the appropriate gift using the gift's external ID |
Soft Credit - Amount Override | If the soft credit should be a partial amount (for example, John should get credit for only $25 of the $80 gift), you can map this destination to override the soft credit amount. If this is not mapped, then the soft credit amount will match the gift. |
Soft Credit - Record Slate ID/Key | This destination enables you to specify the person record (by the Slate ID) or dataset record (by the key) that should receive the soft credit. |
Soft Credit - Set External ID | This destination sets the external ID on the soft credit. |
Soft Credit Override
Option 1: Create the soft credit and override the amount with an import.
This option requires the Slate Reference ID of the record to add the soft credit to your file.
Map the Slate Reference ID of the record to the Soft Credit – Record Slate ID/key destination.
Use the record’s Slate Reference ID instead of the custom unique field.
Option 2: Create the soft credits and create another import to update their amounts to the override amount.
Map to the record with the Soft Credit.
Map to the Soft Credit by the Gift GUID, External ID, or Identity using one of the mapping destinations listed below:
Gift – Slate GUID (Matching Only)
Gift – External ID
Gift – Identity (Matching Only)
Map to the Gift – Amount.
This approach matches to an existing gift on the record. Notice that you use the Gift mapping destinations, not the Soft Credit destinations, to update the gift amount.
🦈 Slate Bytes VideoPlease watch the following Slate Bytes video for more information on this topic!
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