Import Pledges

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

  1. Navigate to the Account Settings (mceclip3.png)
  2. Choose "Bulk Tasks"
  3. Choose "Import Pledges" (on the left)
  4. Download the template file and fill it out accordingly.
  5. Import your file. Your file will be verified prior to importing.

 

Understanding Fields on the File

Field

Options

Examples

Breeze ID
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).
Integer
"Anonymous"
102301231
194202391
Anonymous
140293123
First Name
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.
String (optional) Jack
Lisa
Sue
Craig
Last Name
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.
String (optional) Anderson
Smith
Rogers
Doe
Campaign Name1 String

Building Fund
Pledge Drive 2019

Fund Name
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.
String Any
General Offering
Building Fund
Hospitality;Building;General
Total Pledge Amount
Be sure to remove any text or currency symbols.
Float 100
100.01
100.10
100.1
Beginning Date
When the pledge should begin.
Date 1/1/19
7/1/18
Ending Date
When the pledge should end.
String 12/31/19
6/30/19
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.
String Yes
No
Note
Any note that you wish to attach to the pledge
String (optional)  

1Be sure to make the campaign name a different name from any campaigns in the past.  If not, the campaign will import into that already existing campaign.

The frequency of a pledge cannot be imported into Breeze.

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