Allow Recurring Gift Upgrades via Import

Our organisation is running a Marketing Effort to ask Constituents with Recurring Gifts to increase their commitment amounts. This is being managed with an external vendor, and has been going quite well. We have over 500 reponses back, and now need to update the rceurring gifts in CRM with this new information. Ideally - we would be able to update the recurring gifts in a revenue update batch, but we are unable to import into this batch type. We thought it would be efficient to input the changes into a generated revenue update batch (based off a selection of constituents we know have agreed to increase their amount).
  • Guest
  • Jun 29 2015
  • Shipped
Blackbaud CRM / Import / Revenue
  • Feb 14, 2019

    Admin response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

  • Attach files
  • Admin
    Pat Conley commented
    February 15, 2019 14:36

    The list of fields available for updating on recurring gifts in Bulk Import:

    https://docs.blackbaud.com/bulk-import-reference-docs/entities/Revenue/RecurringGift


    Attachments Open full size
  • Vicki Goodwin commented
    February 14, 2019 22:36

    Can you point me to any documentation regarding bulk import for recurring gift changes?

    Attachments Open full size
  • Guest commented
    September 13, 2017 10:15

    Please note that this functionality has been developed by Blackbaud Pacific as plug-in. Please contact kc.fonzi@blackbaud.com.au for additional information.

    Attachments Open full size
  • David Wanless commented
    April 27, 2016 05:00

    This is not only required for the amount, but also for payment details, changes of schedule etc.  We send all our data to external telemarketers to ask for upgrades, reactivations, retention (after payment failures) etc. and need to import the returned data.

    Attachments Open full size
  • +9

Related ideas