Skip to main content
Skip table of contents

Gifts Tutorial

Difficulty

Intermediate

EMS Compatible

(tick)

iMIS 2017 Compatible

(tick)

Usage Notes

Length of Video

n/a

iImport

(tick)

iUpdate

(tick)

Actions

Insert

Overview

This page reviews the process of inserting gifts via iDMS.

image-20240531-182355.png

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.

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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.