Gifts Guide
Complexity |
Intermediate |
---|---|
EMS Compatible |
Yes |
iMIS 2017 Compatible |
Yes |
Actions |
Insert |
Summary
This page reviews the process of inserting gifts via iDMS.
Mapping
Review the following required and optional field mappings.
Required
- Amount - The amount given.
- Donor ID - The iMIS ID of the donor.
- Gift Item Id - The item code of an already existing gift item.
- Payment Method Id - The code of an already existing payment method (e.g. “CASH”).
Optional
- Gift Date - The date in which the gift was made.
- Transaction Date - The date of the gift transaction.
- Check/PO Number - The check/purchase order number associated with the gift.
- Do Not Receipt - Determines if a receipt should be created for the gift.
- List As - The designation that the donor wants to be listed as.
- Moves Manager ID - The ID of the contact who manages the gift.
- Notify Contact ID - The ID of the contact that will be notified about the gift.
- Soft Credit Amount - The amount of soft credit given for a gift.
- Soft Credit ID - The ID of the contact receiving the soft credit.
- Soft Credit Percentage - The percentage of the gift allocated as soft credit.
- Source Code - A code determining the source of the gift.
- Tribute Message - The message included with a tribute.
- Tribute Name - The name of the tribute.
- Tribute Name ID - The ID of the contact who made the tribute.
- Tribute Type ID - The ID determining the type of tribute.
Notes
Note: If you do not map GIFT DATE when importing, it will be set to the Transaction Date. You can allow a person's full name as a Tribute (Tribute Name) without having to be an iMIS ID.
Note: iDMS DOES NOT currently support importing gifts using a payment method of type Credit Card. As a work around, it is recommended to create a payment type of type Cash and title it in a way that indicates it was an imported credit card gift.
Sample Mapping