Importing Pledges
- 25 Sep 2024
- 2 minute read
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Importing Pledges
- Updated 25 Sep 2024
- 2 minute read
- Print
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- PDF
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Tip
Before importing pledges, make sure you are familiar with the process of using the Upload Dataset tool. For detailed information, refer to the Upload Dataset Stages article in the Knowledge Base.
Using an Import to Create Pledges
In the source file, make sure the file format uses one row per pledge.
Include a unique datapoint to match the pledge to an existing record in the database. In this example, the person record’s Slate ID is used.
Add the desired data points to import. Because we are populating fund information for pledges, the source data must the fund, the amount, the status, and the type.
Include the additional source file data points and desired field mappings.
The pledge can be linked to a campaign by including the campaign name in the source file, as in this example.
Note
When performing the mapping, be sure that the Destination mapping is to Giving - Pledge and the appropriate destination (Pledge - Fund, Pledge - Amount, and so on).
Example Pledge Destination Mapping
Pledge Mapping Destinations
Mapping the data points to Giving - Pledge destinations is similar to the Giving - Gift mapping procedure. For additional information, refer to the Gift Mapping Destinations article in the Knowledge Base.
The destinations unique to pledges are:
Pledge Mapping Destinations | Description |
|---|---|
Pledge - Installment: Date Override | By default, the start date of the installments will be the date of the pledge. Mapping to this destination overrides this start date. |
Pledge - Installment: Date Override (day only) | If the file separates the month, day, and year that the pledge installments should begin, the (date only), (month only), and (year only) destinations allow the override of the installment start date. |
Pledge - Installment: Date Override (month only) | Same as above. |
Pledge - Installment: Date Override (year only) | Same as above. |
Pledge - Installment: Months Between Installments | Map this destination to specify the number of months between each installment. This value should be an integer (e.g., 2 = two months between installments). This is required to create pledge installments. |
Pledge - Installment: Number of Installments | Map this destination to specify the number of installments that should be created. This value should be an integer (e.g., 5 = a total of five installments). This is required to create pledge installments. |
Slate Bytes Video
Please watch the following Slate Bytes video for more information on this topic!
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