Change Import to allow importing a Recurring Gift with a Direct Debit account which already exists on a Constituent record

At the moment, when we import a Batch of new Recurring Gifts, e.g., from an external telemarketer, all of those with Direct Debit accounts which already exist on the supporter's records, are rejected with the error DUPLICATEACCOUNT. This is a major pain as we have to manually edit all the records to change the account number (e.g., by adding a '0' at the start), redo the import, then change them back. It's perfectly legitimate for someone to sign up for a new RG using an account they've used before. In fact, it's very common, especially when we ring them to ask them to reactivate their regular gift. The new RG should just link to the existing account details, rather than giving an error.

  • David Wanless
  • May 15 2024
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Wilderness Society Ltd
Reported Version 4.0
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