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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Giving Migration

Reimport Recurring Gifts

Reimport any gifts that contain errors.

If any errors occur when you migrate gifts, a message displays explaining how many didn't import. Use this message to download a CSV of errors, fix them, and import them again.

  1. In the top-left corner, click your ministry hub then Giving. Then click Settings.
  2. On the Migration Tool tab, click Fix invalid rows.
  3. Click Download errors (.csv).
    This CSV contains your gift information as well as a column of errors to inform you of what couldn't be read.
  4. After you make corrections, click Choose File.
  5. Click Continue.

The page will reload once your import is complete.

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Last updated: November 6, 2024