Pledge Import Field Information
Key/ID Number
- Use this Key from Import File
- This value connects the pledge information to the family or member. For Where is the Import Key in PDS?, select an option to match this key to the corresponding value in your program:
- Family/Member ID Number—Match pledges to family or member records using the PDS Family or Member ID Number.
- Family 2nd ID Number—If you have 2nd ID numbers set up in your PDS Office program, match pledges to family records using this value.
- Family Unique Identifier—Match pledges to family records using the unique, internal number Fam Unique ID assigned to each family by the program. If you select this option, you must use an export report with the Family Unique ID field as your import file.
- Family Key—Match pledges to family records using the value you selected as the Family Key.
- Member Unique Identifier—Match pledges to member records using the unique, internal number Mem Unique ID assigned to each member by the program. If you select this option, you must use an export report with the Member Unique ID field as your import file.
- Member Key—Match pledges to member records using the value you selected as the Member Key.
- Assign Pledge to Member
- If you select to match the key to the PDS Member Key or to the Member Unique Identifier, you can associate the pledge to a specific family member.
- Fund Number to Post Pledges
-
CAUTION: The fund must already be set up in your PDS Office program in order for this information to import correctly.
Pledge Details
- Begin Date
- Only dates formatted as MM/DD/YYYY are recognized.
- End Date
- Only dates formatted as MM/DD/YYYY are recognized. This is not required, but if you do select a value from your file and the date is blank for a recurring pledge, then the end date is set to the ending date of the fund period. If the frequency is "One-Time", the end date is set to the same value as the start date.
- Batch
- You can select whether to import the batch number from your file or to automatically assign the next available batch number in the program.
- Batch Date
- You can select whether to import the batch date from your file or to assign the batch date. If you select to assign a batch date, it defaults to today's date, but you can change it.