mass import of pledge and pledge payments ( apply them as pledge payments)

could have a mass import of pledges as well as pledge payments ( apply them as pledge payments)
  • Guest
  • Aug 7 2015
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  • Admin
    Kimberly Hammer commented
    July 19, 2023 20:13

    We're looking into possibly adding the ability to import pledges and we're curious what your files look like when you have a number of payments to add.

    Could anyone provide more details? We're looking to understand how to match up the payments to the correct pledge.

  • Guest commented
    June 04, 2019 16:16

    This feature is desperately needed at my organization.  We have events where sponsorships and donations are pledged for future payment and also instances where the payment is made either at an event or submitted with the submission of a form.  At present, we must import all of these transactions as a Gift.  However, doing so causes us a major issue with being able to determine any outstanding amounts owed.  Since a Gift import only imports to the Received field, there is no amount in the Pledged field.  This causes us to have to MANUALLY enter the Pledged amount for all imported transactions so that we have an accurate Outstanding Balance.  It is hard to understand why the import cannot handle both a Pledged and a Received amount.  This causes a lot of extra work on our part.  Please reconsider your current stance and enhance eTapestry to import Pledged amounts also.

  • Mike Rusche commented
    March 10, 2016 18:47

    We have no plans to make this an option at this time.

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