Import function for multiple soft credits

For multiple soft credits, such as an employee giving program where there can be up 400 individual givers, it would be helpful to have an import function so that you do not have to create and manually enter 400 gift segments under the split transaction function.  In my case, I have a transaction that has 2 segments attached to it. The one segment will have over 300 soft credits attached to it and the other segment has around 75 soft credits attached to it.

If there is not a way to import soft credits into the split transaction easily, would it be possible to create the option for multiple soft credits in the regular gift transaction?  Right now you can only identify one soft credit per gift.  Even if I have only 3 soft credits for one transaction it would be more user friendly to enter a gift with 3 recognized soft credits, then to enter a split transaction with 3 segments just to get a soft credit recognition.

  • Guest
  • Aug 6 2019
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  • Michele Young commented
    October 17, 2022 20:15

    At this time there is the capability to import one soft credit recipient onto a gift. We cannot add multiple soft credit recipients onto one gift nor can we import stand alone soft credits.