Gift Upload From a Spreadsheet

This process will upload donation/gift records from a spreadsheet. The spreadsheet must be in xlsx, xls or csv format and contain the following columns in order. Please note including column headers are optional.

ID NUMBER

This column contains the constituent number of the donor.

AMOUNT

This column contains the amount of the gift

TRANSACTION CODE

This column contains the Financial Transaction Code associated with this gift. The transaction code must be a valid code existing in Financials → Transaction Codes.

DATE

This column contains the date associated with this gift. The date must be in one of the following formats:

YYYY-MM-DD or YYYY/MM/DD or YYYYMMDD

FUND

This column contains the Fund associated with this gift. The Fund must exists in Alum/Dev → Alumni Funds.

CONSTITUENT CODE

This column contains the constituent code associate with the donor of the gift. The Constituent Code must be a valid code defined in STPARM code MMCONS.

GIFT PURPOSE

This optional column contains the gift purpose. The gift purpose code must exists in Alum/Dev → Gift Purpose.

APPEAL

This optional column contains the appeal code. The appeal code must be a valid code defined in STPARM code MMSRNO.

COMMENT 1

This optional column allows for a free form text comment.

COMMENT 2

This optional column allows for an additional free form text comment.

PET#

This column will allow you to upload a PET# to attach to the gift. Invalid PET# values will be skipped on the upload, and no donation record will be created for the row with the Invalid PET#.

To upload gifts from a spreadsheet, navigate from the left menu to Alum/Dev - Gift Upload from Spreadsheet.

Browse and select the spreadsheet containing the gifts and click submit

A screen will appear with all transactions uploaded in green. If an error occurs, it will list the error and appear in red.

All successfully created gifts will appear in a batch in Alum/Dev → Gift Cash Batch for posting