ImportOmatic should...

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import Gift Adjustments

Entering multiple gift adjustments is tedious. It would be great to be able to import these instead. I provide the gift import ID, IOM creates the adjustment based on my import file.

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Geraldo Gonzalez shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • Sandra commented  ·   ·  Flag as inappropriate

    Similarly to Paul, we track upgrades with split gifts. So one of the big hassles for us is after our monthly pledge run every month, zeroing out the rejections. We presently have 2 issues:

    1. Because adjustments cannot be imported through front end RE, we need to zero out the gift amount instead - thus losing the information about the original gift amount.

    2. When we import the $0 gift amount onto all of the rejected RG pay-cash records, any that have gift splits will throw exceptions, so these need to be zeroed manually.

    Ideally, the solution that gets implemented will allow us to import adjustments onto the rejected RG pay-cash records, and it will work where there are gift splits in place.

  • Paul Beckman commented  ·   ·  Flag as inappropriate

    We would want to be able to adjust our existing Regular Gifts by recording splits to track upgrades, downgrades etc. This means adding a new split to the exisiting RG.

  • Geraldo Gonzalez commented  ·   ·  Flag as inappropriate

    We only use adjustments to change the campaign, appeal, fund, and/or amount of a gift. Often, these gifts involve splits. Besides all the above fields, we would also use the adjustment and adjustment post date fields, as well as the reason and notes.
    I can't think of a time where we might have needed an adjustment import functionality to work on pledges.

  • Jonathan Berglund commented  ·   ·  Flag as inappropriate

    We have an internal, GIK system which we've built to track product offers and receiving records. We value the GIK receiving records, export them to CSV, and then import them into RE through import-o-matic. We'd like to be able to make a change to a receiving record (i.e. correction to the donor or date), and then post that change into RE through the same import process. I can get our GIK system to export the RE import ID so IOM would know which gift to update.

  • Greg W commented  ·   ·  Flag as inappropriate

    We enter employee payroll deduction gifts as a one time gift with a type of other. If they are terminated or choose to discontinue the deduction, we have to go back and adjust the original gift.
    We would only use this functionality on cash and other gifts, not on pledges.

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