Mass Import for Split Transactions

After events, many donations/gifts are split across multiple categories.  Importing 100s of gifts is way easier than doing 100 split transactions by hand.

  • Guest
  • Oct 19 2016
  • Attach files
  • Betsy Rubenstein commented
    09 Apr 17:07

    We just ran an event, $125k raised, plus fees on top, all done via a DIY form. I had to export all of the campaign's data, duplicate the account information to create a second line for fees covered for each transaction, then go through and adjust all of the transaction totals and label with the correct campaign, to then import everything as two separate transactions, since I can't import split transactions. Before I imported everything, I had to change all of the original transactions to a different campaign so that they didn't get double counted, and now I'm running a report and manually deleting 749 transactions because they are duplicate information and I can't mass delete. And I'm losing my payment processing and donor covered fees flags. If not this, then please add the ability to split a transaction after it's been entered!