With JustGiving Gift Aid files there are a few mappings that needs to change from the auto mapping that the current template within Access Charity CRM supplies.
đ Note: You will also need to set the Payment Type in the source file to be 'Gift Aid'.
Click New from the menu on the left, then click Import.
Enter a name for the import in the Name field.
Click Browse and select the file.
Click the search
icon in the Type field.Select JustGiving Payments File from the list.
Select One-Off from the Save As drop down menu.
Click Next.
Remove the Donation Ref and Donation Amount sources by clearing the Include in Update checkboxes.
Add the following mappings:
Gross Gift Aid and Transitional Relief to DONATIONAMOUNT
Gift Aid Payment Reference Date to PAYMENTDATE
Gift Aid Payment Reference to DONATIONID
Click Save and run the import.
