---
title: "Importing Pledges"
slug: "importing-pledges"
updated: 2024-08-04T22:00:12Z
published: 2024-08-04T22:00:12Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Pledges

### Creation of the Pledge Import Spreadsheet

Before starting the infoodle import process you need to create a file that describes the pledges you want to create in infooldle.

The minimum required fields (columns) are:

- Person Unique ID
- Pledge Start Date
- Pledge End Date
- Amount

Optional fields are:

- Pledge Note
- Campaign
- Frequency
- Payment Method
- Pledge Drive
- Account Code (just the number, not the number and description)

### Import Process

To begin the import, select **Administration** then from the list of options, select **Import Data** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-CCMZW2DP.png)

Follow through the steps outlined below: ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-6BADW2Z0.png)

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-J6V3VLZX.png)

Either, start a fresh import and enter a name for the template, or select an existing template from the drop down list, created during a previous import. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KIBK9Q2R.png)

**Map the CSV fields to the infoodle fields** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-K27FLH5S.png)

          
          

Required fields: Person, Start Payment Date, Last Payment Date and Amount.

**Set the pledge frequency** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-BX1NJCXO.png)

Options for the payment frequency are (these are the same as the options available when manually creating a pledge):

- One off
- Weekly
- Fortnightly
- Once per month
- 4 Weekly
- 3 Monthly
- 6 Monthly
- Annually

**Mapping Complete** Once you have mapped all of the fields select **Continue** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-JGE82SU3.png)

**Duplicate Matching** Select the one option available and select **Review Import**: ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-TEQYLQPG.png)

**Review and Queue Import** Check that all of your data validates without any errors then select **Queue Import**: ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-TUT90U77.png)

If there are errors you have the option to edit the these. For details on how to do this, see: [Check and Run the Import](/v1/docs/check-and-run-the-import).

## Related

- [Import Data](/import-data.md)
- [Configuring Import Settings](/configuring-import-settings.md)
- [Preparing Import Data](/preparing-import-data.md)
- [Starting your Import](/starting-your-import.md)