This is the next import we would like to create for Engage (moving them from hand entering gifts to imports). These matching gift check donations 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.
This import still involves check gifts so it uses many of the fields that our Engage imports do, but also has some similarity to the Benevity import structure. These gifts will be similar to the Benevity import because the hard credit record is the Organization providing the match and the soft credit is the Individual.
Here are the static fields/structure:
-Contribution type = Engage
-Payment instrument = Check
-Restrictions = Restricted - Foundation
-Gift always goes on organization record and soft credits the individual
-Organization will be matched by name only and bounce back if no exact match is in Civi upon import (Similar to Benevity)
-All address/phone/email fields in the file will be associated with the soft credited Individual
-We would like an Employer relationship link to be created between the Org and soft credited Individual (if not already)
We need all fields currently used for the Engage check imports with the addition/removal of a few below.
Add:
-Soft Credit First Name
-Soft Credit Last Name
-Employer of - *See below under Questions
-Optional CID column - Since there can be many Individuals associated with the same Organization check, Engage has requested that in these cases it is easier to key in a CID than repeatedly write out the full Organization name in the file. This doesn’t occur for every check so it could be optional and only used if the Organization name field is null.
Remove:
-No Thank You
-Thank You Date
There are no TY/acknowledgements involved with these gifts
I have attached the Matching gift import file draft of what this might look like with new fields highlighted here:
Challenges/Questions
We would like your guidance and advice on the following:
-How to link the employer relationships in file?*
Would we use an ‘Employer of’ field in the file (included in the draft template) or can this be built in to automate that relationship link upon import? I see the Benevity import doesn't have any field like that since the file is from them and was wondering how they are linked.
-How to dedupe the soft credited individual during import?
We get limited information about the soft credited Individual, often only their name is provided. Would it be possible to match based on employer relationship if no email or address is present? For example, there is already a John Smith employed by Texas Instruments in Civi and would match if they have the same name and same employer.
Thank you for your help!! We would love to have this ready by end of Q4, but if not we are flexible to push it to Q1. Please reach out with any questions/concerns :)
