Mapping gift fields

Required fields

Required fields are Gift Amount and Gift Date. Gift Amount must be a numerical value and cannot contain text. Gift Date must have a 4 digit year and the best format is 2016-02-26.

Special fields

If your data is coming from another system and you have a unique gift ID for each gift from that record set, it is best to map that unique gift ID to the "External Gift ID" field in LGL.

Example: Simple Gift

Import file

Field mapping

Record Preview

Example: Full Gift

Import file

Field mapping

Record Preview

Example: Ignoring $0 gift data

In some cases, you might have data with rows of gift information related to "gifts" with $0.00. This can happen when every constituent is included in a data export whether they gave a gift or not; those without gifts have rows with $0.00 gifts while those with gifts show dollar values. The Flex Importer allows you to turn on a setting that will ignore any gift data where the gift amount is $0.00 ("0.00" in the cell). This option can be found in the Matching and updating preferences section in Step 2 (Map fields and preview) of the import process. 

Import file

Based on the "ignore" setting, all rows with "0.00" will be ignored and no gift record for $0.00 will be created for those people.

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