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Import csv or excel file into gift batch
No description providedPlanned
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Please make manual mapping available in web-import
Being able to manually pick the correct field in import is super important.Reviewed: Voting Open
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Allow import of Appeal during Solicitor Import
When creating a solicitor import file, you can include the Campaign ID and the Fund ID, but not the Appeal ID. However, on the solicitor assignment page in database view, the Appeal field is there but must be populated manually. There is no reason...Reviewed: Voting Open
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Allow us to create import templates
This would allow us to organize import history by template, rather than having them all mixed together in a single list.Reviewed: Voting Open
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Add the import function to web view (NXT)
At our school we use the import function pretty regularly and would love to see it added to the web view. We use it for adding mass solicit codes and ask amounts to constituents.Planned
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Give import the ability to delete records
In the import tool, we leverage import_id or constituent_id to control updates, why not also allow deletes? It is obviously up to the user to know how to first remove children records, etc. Global delete is not a straightforward option for normal ... -
Import Project IDs and GL Distribution to Fund IDs
When adding multiple fund codes it would be great if you could import GL distributions and the project ID. For some reason these fields are excluded from import and global change meaning a Fund ID has to be created and then manually updated when i...Reviewed: Voting Open
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Import gifts from CSV
I import gifts using a CSV file and the import feature in the database view weekly. I need to be able to do this in the unified view before the database view goes away. -
Please add Gift Subtype for pledges to enable the configuration of the field in Omatic Cloud to utilize the field when importing pledges via Omatic Cloud. Thank you.
To utilize the field when importing pledges via Omatic Cloud.Reviewed: Voting Open
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Allow the import function to add multiple relationships in one import
Will the import function allow adding multiple levels of relationships all in the same import or will it still require multiple imports to accomplish this? for example, we import all of our incoming freshman parents, both father and mother. The re...
