Gifts Tutorial
Complexity | Intermediate |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Actions | Insert |
Overview
This page reviews the process of inserting gifts via iDMS.
Mapping
Required Fields
Donor ID - The iMIS ID of the donor.
Amount - The amount given.
Gift Item Id - The item code of an already existing Gift Item.
Payment Method Id - The code of an already existing payment method (e.g. “CASH”).
Field Mappings
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.
Mapping Notes
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.
Sample Mapping
