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    Importing Pledges
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    Importing Pledges

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    Article summary

    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
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    Follow through the steps outlined below:
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    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.
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    Map the CSV fields to the infoodle fields
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    Required fields: Person, Start Payment Date, Last Payment Date and Amount.

    Set the pledge frequency
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    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
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    Duplicate Matching
    Select the one option available and select Review Import:
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    Review and Queue Import
    Check that all of your data validates without any errors then select Queue Import:
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    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.

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