Gifts Tutorial
Difficulty | Intermediate |
|---|---|
EMS Compatible |
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iMIS 2017 Compatible |
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Usage Notes | |
Length of Video | n/a |
iImport |
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iUpdate |
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Actions | Insert |
A sample file for importing gifts –
All available fields can be found in the fundraising source –
Field Mappings
Gift Item Id MUST be the id of an already existing item. iDMS WILL NOT create a new item. Payment Method Id MUST be the id of an already existing payment method in iMIS. iDMS WILL NOT create a new payment method.
If you do not map GIFT DATE when importing, it will be set to the Transaction Date.
You can allow a person's full name as a Tribute (Tribute Name). without having to be an iMIS ID.
Credit Card Payment Type
iDMS DOES NOT currently support importing gifts using a payment method of type Credit Card. As a work around, it is recommended to create a payment type of type Cash and title it in a way that indicates it was an imported credit card gift.
A sample mapping for importing gifts –
