Download the soft credit guidance
To use the soft credit import you will first need to create a batch that has the payments in.
⚠️ Important: Make sure the batch has not been approved before doing the soft credit import.
Then, download the soft credit guidance file by following the steps below:
Click Datatools and select File Upload.
Select Guidance.
Search for Soft Credit.
Download the Excel file which will be the template to use for the import.
Amend the data
Once you have the guidance file you will need to remove the data which is in there, but keep the headers.
From here, get the batchdetailid which is also called the payment reference in the file.
To get this data you can do a simple report which will contain:
In-work & approved payments entity.
Batchdetailid field.
Amount field.
Payment Date field.
Filter on Batch ID and enter the batch that you have created for the payments.
Once you have created this report:
Click Run and Export to excel.
Copy and paste the batchdetailid into the payment ref column on the guidance sheet that you have downloaded.
Fill in the gaps which will be the contact details that will receive the soft credit including Keyname, Firstname, Email address and the soft credit amount.
Save the document.
Import the file
At this stage you will be ready to import the file by following the steps below:
Navigate to Data tools and click File Upload.
Select One-Off and click the plus icon (top left).
Enter the import name.
Click Browse and select the soft credit file that you have saved.
Click the magnifying glass icon on Type.
Click Soft Credit, then click Next.
Make sure that the mappings are showing correctly.
Click Next.
On dupe rules select Email,Keyname and Firstname in dupe 1 field.
Click Next, then Save.
De-dupe the import.
Validate & post if the import looks fine.
If you receive any errors that you are unsure on, please reach out to us via the Digital Assistant and provide us with as many details as possible so we can investigate and assist.