Import Pledges

Contents - Index

Importing Pledges

Pledges can be imported from a text file with at least these two columns:
-Donor#, Env# or name to identify who made the pledge
-amount pledged

The columns below can also be included:
-date the pledge period started or when the pledge was made (if missing you'll be asked for the date)
-one of these abbreviations to indicate the pledge frequency:
      M=monthly
      Q=quarterly (every 3 mths)
      Y=yearly (every 12 mths)
      W=weekly
      B=every two months=bimonthly
      W2 or 2W = bi-weekly
      T=in total (1 time pledge)
     if the frequency is missing or invalid the pledge will be a 1 time pledge
-the pledge period (i.e. how many years the donor will donate the amount pledged)
    if the pledge period is missing the period will be set to 1 year

You can also include columns for a donor's street, city, state/province, zip/postal code, email or phone#.

To import a file, click the word Import near the bottom left of the main window and choose the file you want to import from.
You'll be shown the first few rows/columns. At the top left click on Pledges then choose what each column represents.
Make any other needed selections then click the Import button.

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