Import Recurring Gifts

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

You must be an administrator to do this.
  1. In the top-left corner, click your ministry hub then Realm. Then click Giving > 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 template of what Realm accepts 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.
The page will reload once your import is complete.