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Mark a Gift as Migrated

Mark an imported recurring gift as migrated.

  • You must be an administrator to perform this task.

If a contributor already has an active scheduled gift, check to see if it matches what you imported. If it does, consider marking the imported gift as migrated. This does not add a scheduled gift for that contributor.
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 on the same row as 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.