Allocate Gifts to Opportunities on batch import

We're beginning to use Opportunities heavily, but our import process doesn't allow us to allocate gifts to opportunities when importing gifts and batches. This means a lot more manual work to get the funded amount of an opportunity. It will be helpful to be able to assign a gift to an opportunity on a batch import, depending on things like the fundraiser name and the fund ID or even campaign or appeal codes.

  • Grace Welch
  • Oct 19 2026
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