Importing Split Gift into RE7

Adrienne Smart

Does anyone out there have a clue as to how to import split gifts into RE, where all gifts will designate into the split gifts field as well as the total of the split gift will appear on the gift records with all the funds showing Thank you. 

Alan French

I've never used it but there is a Split Gift import type. To me it looks like you need to create the gifts first (without the split, I'm assuming) and then use the gift import IDs to add the split information, but hopefully someone here has actually used it and knows more about how it works.

Adrienne Smart

Good morning:

I've done that procedure but it doesn't designate the gift in
the split gift field properly. Also, it doesn't automatically
adjust the total of the gifts.

Adrienne Smart

Sr. Database
Manager 

Episcopal Relief & Development | 815
Second Avenue, New York, NY 10017

D 212.518.0541 | T
855.312.HEAL (4325) | F 212.687.5302

asmart@episcopalrelief.org | www.episcopalrelief.org | Learn
more

Working
Together for Lasting Change

Amanda Tindale

Hi


I'd like to know the answer to this too - currently we're having a lot of problems importing JustGiving data when there are lots of split gifts. It's taking ages to edit them all manually on the spreadsheet before importing.


If anyone out there can help, that would be great!

Amanda

Deb Dressely

Yes, I have created an import that will split gifts.  You need to repeat the split gift, split fund, split appeal, split campaign for each gift amount - the first gift sequence (extension) is coded 00 and the second is 01 and so on depending on how many split entries you have.


The gift side shows up as shown below.

Adrienne Smart

Hello:


I created a template in excel to import split gifts into RE. It works really well. 

Adrienne Smart

this is how I import my split gifts

Adrienne Smart

Hi:


I know the formula to group the fund codes in excel, but what formula do you use to group the splits in excel going across each column for camp, fund, appeal, and amount. That's my challenge. Thanks

Adrienne Smart

can I see a screenshot of your excel file you use for importing into RE with formulas shown. Thanks

Deb Dressely

Here is what my import file looks like.  We enter the gift amount - it isn't a calculation though it could be entered as the total of column D + H.  If you have more splits simply copy the required fields and change the extension for each additional split (03, 04 and so on)

Adrienne Smart

Hi:

Okay. I'm doing this a little different due to we have 12 to
15 splits that total up to 1 gift. I format my spreadsheet with
formulas to speed up the process. Thank you an have a nice
day.

Adrienne Smart

Sr. Database
Manager 

Episcopal Relief & Development | 815
Second Avenue, New York, NY 10017

D 212.518.0541 | T
855.312.HEAL (4325) | F 212.687.5302

asmart@episcopalrelief.org | www.episcopalrelief.org | Learn
more

Working
Together for Lasting Change

On Fri, Dec 4, 2020 at 11:11 AM
Deb Dressely via Blackbaud Community <community@blackbaud.com>
wrote:

Hi Adrienne! Please do not reply to this email. Respond in Community via the links below.

Re: Importing Split Gift into RE7 Query/Import/Export in Blackbaud Raiser's Edge Posted on 4 December, 2020 at 11:11 AM     Deb Dressely

Here is what my import file looks
like.  We enter the gift amount - it isn't a calculation
though it could be entered as the total of column D + H.  If
you have more splits simply copy the required fields and change the
extension for each additional split (03, 04 and so on)

 

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