Import a CSV of recurring gifts from your previous giving software.

1. In the top-left corner, click your ministry hub then Giving. Then click Settings.
2. On the Migration Tool tab, click one of the following:
   • If this is your first time importing recurring gifts, click Import Recurring Gift Records (.csv).
   • If you have previously imported recurring gifts, click Import More.
3. If you do not already have a CSV prepared, download a formatted template and complete it.
4. Click Choose File, and select the CSV with your recurring gift records.
5. Click Continue.
6. Verify that the first two records display correctly in the preview, and click Upload File.