This is the next import on our list with Engage (moving them from hand entering gifts to imports). These Donor Advised Fund gifts are currently being hand entered into Civi by Engage so we are hoping to receive the data files from them and then be able to import straight into Civi.
These gifts will have a soft credit similar to the Fidelity DAF import, but the soft credit will vary instead of being the same for every gift.
We would need all fields currently used for the Engage imports with the addition of a few below. Since it would be almost the same it may be possible to tweak the current Engage import.
-Both the Organization Name and First and Last Name fields present*
*Would it be possible to have this import work similarly to the Fidelity, where it uses Individual names if present, but when those fields are null uses the Organization Name? If that isn't feasible for this import we could create two separate import files for Individual and Organization DAF gifts, but I thought it might be easier to cut down on the number of separate files.
All gifts will have the following same criteria which would be present in the file:
Restrictions: Restricted - Foundation
Gift Source: Donor Advised Fund
Payment Method: Check
Financial Type: Engage
I have saved the Engage DAF import file draft with new fields highlighted here: smb://filesrv1/Fundraising/Tech/Fr-Ops/DAF Import
Since these are DAF gifts the import would need to trigger the DAF Thank You template when imported. Currently I believe the email needs to be present in the import file to be triggered. Is it possible to have the email also trigger after import if matched to a current civi record with email information present? When these are being hand entered, we are able to trigger the email when entering the gift onto the record and wanted to see if that could continue with the import even if email information is not provided with the gift. (May be too complicated but wanted to get your thoughts on this).
Thank you for your help! Please let me know if anything is unclear and we can talk through it during Civi Fortnightly. :)