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Gifts Guide

Complexity

Intermediate

EMS Compatible

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iMIS 2017 Compatible

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Actions

Insert

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Overview

This page reviews the process of inserting gifts via iDMS.

Mapping

Required Fields

  • Amount - The amount given.

  • Donor ID - The iMIS ID of the donor.

  • 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”).

Optional Fields

  • RECOMMENDED Gift Date - The date in which the gift was made.

  • RECOMMENDED Transaction Date - The date of the gift transaction.

  • Check/PO Number - The check/purchase order number associated with the gift.

  • Do Not Receipt - Determines if a receipt should be created for the gift.

  • List As - The designation that the donor wants to be listed as.

  • Moves Manager ID - The ID of the contact who manages the gift.

  • Notify Contact ID - The ID of the contact that will be notified about the gift.

  • Soft Credit Amount - The amount of soft credit given for a gift.

  • Soft Credit ID - The ID of the contact receiving the soft credit.

  • Soft Credit Percentage - The percentage of the gift allocated as soft credit.

  • Source Code - A code determining the source of the gift.

  • Tribute Message - The message included with a tribute.

  • Tribute Name - The name of the tribute.

  • Tribute Name ID - The ID of the contact who made the tribute.

  • Tribute Type ID - The ID determining the type of tribute.

Mapping Notes

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

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