Adjusting soft credits

Kathryn Luedke · February 2022

Good Morning,
We are updating our soft credit procedure and I want to retroactively fix all previous gift entries from 2015 onward to have more accurate and consistent reporting. What I will need to do is flip the soft credit and the constituent, so that the original soft credit recipient is hard credited and vice versa. Naturally, back dating this so far means it effects a lot of records - 4,000 gift records give or take. This isn't something that I would like to do by hand - has anyone had to overcome this issue or have an advice as to how they would address it and what tools they would use? Thanks!

Austen Brown · March 2022

Hi @Kathryn Luedke - You can use NXT Web View to move gifts on the constituent level. Utilizing a combination of Web View and Database View's Export/Import you should be able to successfully fix this error. It may take a while to work through the ~4K gifts you want to update, I recommend you start with the most recent gifts first and work your way backwards to 2015.

Kathryn Luedke · March 2022

Thank you Austen! I'm curious though, do you run into the issue where you can't delete a gift once it has been adjusted in webview? That happened to me once where I entered a gift in webview and I cannot delete this gift from the database no matter what. Do you have experience with that?

Rachel Cavalier · March 2022

Hi Kathryn - not being able to easily delete gifts entered in webview is a known thing, it seems. Maybe this post might give some tips on how to deal with the problem?

(Although I don't know if the same thing is a problem if you move gifts that were originally entered in DB view)

Adjusting soft credits

Comments

Categories