Gift Entry - Creating a Batch

 

To create a gift batch, navigate to the Gift & Contact Import screen from the menu, and click on the "Import Gifts & Contacts" button in the upper-right.

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In the pop-up box, specify "Gift Transaction in the Import Type field, and then use the radio buttons to toggle between the options to Import a csv file or manually enter gifts.

There are options to specify a Default Gift Type (if importing a csv file), Default Gift Date, and a Batch identifier. The final field, Batch Total, allows users to enter a total amount for all the gifts in a particular batch. Once all gifts have been entered, if they DO NOT add up to the specified total, then NO gifts may be imported.

Check out some of the other content on Gift Entry to learn more.

 

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