Import Pledges

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  • Avatar
    Stephen Ivey

    @Rgheddy

    Thanks for reaching out to the Breeze Community. This actually sounds like a great feature request! I completely understand how this would not be favorable and could cause a lot of work on the backend. You can do so by clicking here: Submitting Feature Requests

    Please let us know if there's anything else that we can do to serve you!

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    Emily W.

    Hello @cphilippou!

    Thanks for reaching out. Are you getting any kind of error message when you try to import the file?

    If you send us the file, we'd be more than happy to take a look at it and offer next steps as well.

    Blessings! 

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    rgheddy

    Greetings! Is there any reason why the Frequency field isn't included in the pledge import? All of the pledges I have imported end up with a frequency of "One Time" which can be confusing when it comes time to send out statements. I know that the frequency can be changed by editing each individual pledge after the import, but that can be time consuming and prone to errors. Any chance of getting Frequency added to the pledge imports?

    Thank You!

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    Ashley Lynn

    Hey @abbey, At this time there is not a way for users to pledge themselves online. I can see where this could be beneficial though! I will pass your idea on to the team here at Breeze! 

    I have seen some of our churches create a form to collect pledge information. I am not sure if they have used this simply to have a streamlined location for collecting pledge information and then have manually added the pledges with the information provided, OR if they have used the form to collect the info and then copied and pasted into the Import Pledge template. Regardless, you are correct, If you import the pledges you would still run into the frequency field issue mentioned above (having to edit each pledge individually to update the frequency).

    It may make more sense at this time to collect the information and then add the pledges, bypassing the import step altogether, as it would require fewer steps. 

    I hope this helps! Please feel free to reach out to support if you have additional questions!We’re open 9am - 6pm (Eastern), Monday - Friday. Reach us by phone (888.320.6030) or email us here.

     

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    cphilippou

    I am not able to import pledges with Breeze ID = Anonymous   (using the instructions above)

    Is there an integer value associated with Anonymous?

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    cphilippou

    Here is the error I am getting:

    The import file has only two rows:

    Breeze ID,First Name,Last Name,Campaign Name,Fund Name,Total Pledge Amount,Beginning Date,Ending Date,Include All Family Members,Note,

    Anonymous,,,Iconography Phase IV,Iconography Phase IV,Any,10,2/1/2019,12/31/2020,Yes,, 

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    Rob N.

    @office,

    Rob here with Breeze, that's a great question!  You're right; the Breeze ID is what matches the person when importing pledges.  Therefore, you've got to make sure you that it stays connected to the person.  If you're adding new people with pledges that are not yet in Breeze, you should add them into Breeze first then download the template.  

    Also, you can delete the rows that you don't need.

    I hope this helps!

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    office

    I'll try deleting and see if it makes it easier to bulk copy and paste. 

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    Emily W.

    Hey @cphilippou!

    My apologies for not catching this sooner. Pledges rely on having a name to track for their online giving. They would need a name or ID.  However, Contributions can be imported anonymously.  

    Blessings! 

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    office

    I am not clear about the use for the Breeze ID in the import sheet. The data that I am importing obviously does not have that. Does it matter that I match the name listed in the import template with the Breeze ID with the name I am importing, or can I just paste into the other fields and leave the Breeze ID where it is? I was assuming the import is listing the specific ID for that person, but since there are many more people listed in the template than I need to import, I have to manually match each one. 

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    abbey

    Hi there,

    We're starting our usual Fall stewardship campaign for next year's budget.  Is there a way for users to pledge themselves online?  

    If not, could we build a Breeze form that would export into the same .cvs as the Pledges import template?  Even then, I'm guessing we'd still run into the frequency field issue mentioned above.

    Thanks for your insight!

     

     

     

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