Security information does not import into Gift using Gift Import
  • 01 Nov 2022
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Security information does not import into Gift using Gift Import

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Article summary

Security information does not import into Gift using Gift Import and as a result gift amount does not calculate and remains 0.00.

Answer:

This is resolved in FIMS 14.75

Steps To Duplicate


1. In the Gifts module click on File Maintenance > Gift Import
2. In the Import File Field click the magnifying glass to browse to your .CSV file.
3. Import row from __ through __ allows you to choose only a particular set of rows to import instead of the entire file.
4. Fill out the rest of the information as necessary. Many options here will be mapped to their corresponding columns in the spreadsheet via column letter or number options in each field.
5. To save this import template click on the Defaults button then click Add. Give this template a name then click Done
6. When ready, click the import button
7. Look on gift record created see that security info is not imported and gift amount is 0.00.

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