@MDemosWMF Just want to make sure I understand this correctly:

For the individual contacts, you'll select the contact or create them yourself in the import process, but then you would like the email and address from the DAF to be added to the individual contact (only if the individual contact does not already have email and/or address or would you want to add or overwrite?). Presumably we'd also add a relationship at the same time.

We'll have to look at the two soft credits. We currently add the second one for Fidelity with a hook, so it's not really part of the import; it's just tagged on afterwards. So just want to set expectations that this won't be a super simple change and your timeline might be challenging.

@Lars good to know about the second soft credit difficulty level. It's great having that feature in batch data entry and was hoping there could be something similar for imports where we can map two different soft credits and soft credit types to the contribution for importing DAFs. We are hoping to utilized DAFpay more especially in 2026 so it would be great to have this on a roadmap for an early 2026 timeframe if we can. Let me know how that sounds. I think we are planning to use this payment method in Direct Mail down the road as well and we will need this capability if we are going to be able to scale on this payment method.

For the other piece it is an issue where the gift isn't importing because it is looking for an exact name match to that Organization record for the gifts going onto a Fund record. I'm wondering why if it doesn't find a match it does not create a new record with any email or address listed in the file? I had to go in and create those records myself. Most of them actually don't have any address or email present, but if they did would be nice to record when it creates a new record. I have the rules set to create new contact if not found so I thought that would do the trick.

I have saved an example file here in case you want to take a look. https://drive.google.com/file/d/1C3biaBzGtCaEPzcl8VStvMPlSUbsQVSD/view?usp=drive_link

@MDemosWMF Yes, we'll aim for early 2026.

For the contact matching, are we looking at Import template 3685? I think the issue there is that we would need to import the address fields twice if we want them to apply to both the organization contact and the individual (soft credit) contact. So what you could do is duplicate those fields in your file and then map Contact - Street Address and so on for the organization and Soft Credit Contact - Street Address for the individual. Same for the email field, you'd need two of them.
If that's something we need to automate away, we could look at that as a future project.

@Lars Ah I think I understand, yes it would be ideal to automate this if we can! Perhaps alongside the 2026 work.

@Lars Was wondering if in the meantime we would be able to create two import templates for linked payers we are getting majority of gifts through currently: Groundswell and Daffy. Or is that too much work? Depending on the lift this could help cover our needs between now and getting the double soft credit feature for imports. Otherwise we are having to add that banking institution to each contribution manually since I don't think adding a soft credit/type is available as a mass update field in Civi (if we were to try and add the soft credit in bulk after import).

Let me know what you think - is this feasible or do we need to wait until the double soft credit feature is built?