When importing pledges and pledge payments into Salsa CRM you will follow the steps listed in the Importing New Constituent and Donation Information article. However, in the file to be imported, depending on the import information, you need to include:
- Gift Import ID – The unique gift record ID from the source vendor system. If omitted, a unique ID will be created from a combination of name and address fields. Gift Import IDs should not be duplicated by any other transaction.
- Pledge Import ID - If you have previously imported the original pledge into Salsa CRM, you will need to include the Pledge Import ID. This is the Gift Import ID you used when importing the original pledge. You can find the Pledge Import ID on the original donation by selecting the Data Sync Button located on the donation record or by selecting Tools > Data Sync > Resolution Queue, then select the import record and scroll to the column that lists Gift Import ID.
- Salsa CRM Pledge ID – If the original pledge was created in Salsa CRM you will need to locate the Donation ID on the original donation record and enter this information into the Salsa CRM Pledge ID field of the file you are going to import into Salsa CRM.
This table contains all required pledge fields. Fields marked "Conditional" rely on other fields also being present in your data table.
|Column Name||Type||Required?||Max Length||Comment|
|Constituent Number||Numeric||Yes||10||The unique ID of the constituent to whom the pledge is to be connected.|
|Alphanumeric||Yes||30||Required for Individuals|
|Alphanumeric||Yes||30||Required for importing constituent information.|
|Alpha||Conditional||1||Valid Values: "I" (individual), "O" (organization). Defaults to "I" if omitted.|
|Gift Import ID||Alphanumeric||No||64||The unique gift record ID from the source vendor system. If omitted, a unique ID will be created from a combination of name and address fields.|
|Gift Amount||Currency||Yes||13||The presence of this column header indicates that Pledge information will be imported.|
|Gift Type||Alphanumeric||Conditional||15|| Required if Gift Amount is not blank and file contains pledges. Valid Values: Pledge, Pledge Payment. Default: Donation. If Salsa CRM Pledge ID present, Gift Type will default to "Pledge Payment".
|Pledge Frequency||Alpha||Conditional||15||Required if Gift Type is "Pledge". Valid Values: Annually, Bimonthly, Biweekly, Daily, Monthly, Once, Quarterly, Semi-Annually, Semi-Monthly, Weekly.|
|Pledge Import ID||Alphanumeric||No||64||The unique record ID of the original pledge from the source vendor system. Alternately, Salsa CRM Pledge ID may be supplied.|
|Pledge Number of Installments||Numeric||Conditional||3||Required if Gift Type is "Pledge"|
|Pledge Start Date||Date||Conditional||10||Valid Formats: mm/dd/yyyy, mmddyyyy, yyyy/mm/dd, yyyy-mm-dd. Required if Gift Type is "Pledge". If present, Gift Type will default to "Pledge".|
|Salsa CRM Pledge ID||Numeric||Conditional||10||Required if Gift Type is "Pledge Payment" and "Pledge Import ID" is not supplied. This is the unique Donation ID that displays on the original Pledge on the Salsa CRM screen. If present, Gift Type will default to "Pledge Payment".|