Mark a Gift as Migrated

Mark an imported recurring gift as migrated.

You must be an administrator to do this.
If a contributor already has an active recurring gift in Realm, check to see if it matches what you imported. If it does, consider marking the imported gift as migrated.
Note: If a contributor updates their payment method, imported gifts will display as migrated automatically.
  1. In the top-left corner, click your ministry hub then Realm. Then click Giving > Settings.
  2. On the Migration Tool tab, click beside a recurring gift record, and select Mark Gift as Migrated.
  3. Click Mark Gift as Migrated again to confirm.
The recurring gift record displays on the Migrated tab.