Hello,
We are hoping to create an import for the Fidelity EFT gift reports we receive from Fidelity Charitable. They are currently being hand entered by Engage so creating an import will increase efficiency with gift data entry into civi.
This is a weekly donation file that we compile and share with Engage for hand entry. All of the gifts on this file will have the same fields to designate the contribution record:
Payment method: EFT
Soft Credit: CID 67
Restrictions: Restricted - Foundation
Gift Source: Donor Advised Fund
An example of a recent file is at: smb://filesrv1/Fundraising/Tech/Fidelity File
The Individual contact record would correlate with the Addressee Name column since the Individual record is usually where most of the giving history in civi is found for the donor. However, this information is not always provided in the file. In those cases we could default to using the Giving Account Name field, which would need to import as an Organization record.
That may be too complicated for one import so perhaps splitting the import into two files - one with the gifts that have the Addressee Name (Individual record) column filled in and the other that does not, but instead has the Giving Account Name Field information(Organization record).
We would also like to get your thoughts on how to import with the Addressee Name when first and last names are all in one column in the file. Ideally we’d like to avoid manually splitting these fields into First Name and Last Name with the goal being to streamline the process.
Thank you!
Melanie