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Support Home FAQ Import Files Should we import fundraisers first?

Should we import fundraisers first?

Absolutely. In particular if you are looking to Soft Credit a fundraiser, then we recommend importing the fundraisers and selecting the "Contact Only Load" on the first step.

The Contact Only Load checkbox will import the contact and de-duplicate the contact with existing contact or create a new contact if they do not already exist. This will NOT create any related opportunities though.

Loading the contact first will ensure the contact can be found and when using the Nonprofit Success Pack, can be soft credited for with the subsequent uploads.

When selecting a file we get BLOB is not a valid UTF-8 string How do we create recurring payments from Import Files? What fields are required to import tokenised cards? How can I Import Direct Debits? Which Transactions will be charged when Importing Cards/Direct Debits? Do I need to do anything about the warning that is displayed in step 2 of the import file process? How many rows of data can I Import? Should I import Credit Card and Direct Debits in the one Import Batch? Should we import fundraisers first? Fundraisers are not being correctly matched, or are Created and linked to the wrong Account/Household When I process the batch, the "Import File Line Item Payment Txn's" are not being created In Peer-to-Peer imports, the fundraiser's contact role is being listed as Soft Credit, but I want it to be listed as Fund Raiser. How do I update it? I keep getting errors with "Bad value for restricted picklist", but I checked and the value is exactly as it appears in the picklist. What's wrong with it? How do I remove old custom import templates that I don't use any more? How to Import Expiry Date to Recurring record if the import file feature is not used to charge card or for an auth transaction? Do Import Files send Receipts? Why the Import has not loaded any line items or why is the total amount is $0 Why can users not save the Import File Templates or they are getting an access error to Import File Settings Object Which Campaign is allocated if there are multiple campaigns with the same name - e.g. John’s Birthday

Updated at July 27th, 2024