Overview: Importing pledges allows the user to bulk import pledges into their Breeze database. This will allow for a much quicker and easier process when trying to import a larger group of pledges at one time.
To import pledges:
- Navigate to "More"
- Choose "Tasks"
- Select "More" from the menu bar on the left
- Choose "Import Pledges" (on the left)
- Download the template file and fill it out accordingly.
- Import your file. Your file will be verified prior to importing.
If a person is not in the database, add them. If there’s a large number of people not in the database, bulk import them. Be sure that the person is not in the database with a slightly different name as creating them as a new person will create a duplicate person. If duplicates are created, they can be merged (individually).
Technically speaking, the first name field is ignored by the import (the Breeze ID is the only identifier used). The first name field is for the benefit of the person constructing the import file.
Technically speaking, the last name field is ignored by the import (the Breeze ID is the only identifier used). The last name field is for the benefit of the person constructing the import file.
Choose "Any" if you want the contributions to come from any fund, or a specific fund or group of funds that you want the pledge to look for. To choose multiple pledges (without wanting 'any'), put a semicolon (;) between the funds.
|Total Pledge Amount
Be sure to remove any text or currency symbols.
When the pledge should begin.
When the pledge should end.
|Include All Family Members
If you want the pledge to be attached to all family members so that any family member can be eligible to give to the fund.
Any note that you wish to attach to the pledge