(Optional) New pledges or apportionments can be imported from an Excel file. First you would use the Export Excel Interface File as described below. Modify this file with the pledge information as needed. Then use the Import Excel Interface File as described below.
This Section Includes:
Use this option to create a file in the format necessary for importing the pledges. See Import Excel Interface File below.
Export Format
•Annual Pledge Only (prorated by pledge percents on company preferences)
Columns Included:
PersonID
AlternateID
Name
City
State
Area
Region
District
Pledge
•Show All Activities (if 'Can pledge be made?' is checked on activity)
Columns Included:
PersonID
AlternateID
Name
City
State
Area
Region
District
Sequence
Activity
Pledge
Click the Export Excel File button to create and save the file.
Enter the required Pledge information to be applied to all imported entries. Select the file to import then click 'Import Excel File'. Upon completion, you will be notified if there are any records not able to be imported.
•Begin Date:
•End Date:
•Frequency:
•Duration:
•Round each pledge amount to the nearest dollar amount:
•Choose XLSX file: This is the file created using the Export Excel Interface File option.
Click the Import Excel File button to import the pledges.