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How to add Soft Credit in Bulk using Importer Tool
Jessica Mocha 6/23/2022 11:47:00 AM

If your organization utilizes soft credits, you can use the importer tool to bulk create those soft credit transactions. This will save users time and prevent them from creating each soft credit transactions manually.

To do this, you will need four pieces of data: the source transaction id (the original transaction), the soft credited person/organization CharityEngine contact Id, the date of the soft credit, and the amount.

Note: For your organization to obtain the soft credited person/organization you will need to add a custom field on your webform for donors to fill out the organization/person they would like to credit. For example, if the donor is affiliated with a specific organization such as a church or employer and you want to soft credit that organization, the field could be called “Affiliated Organization Name”. You will then need to map this to a custom field, if you need assistance in mapping the field, read this article. That field could then be pulled in a report for the Soft Credit Person.

To obtain the 4 data elements you need, navigate to the Donations > Transactions > Search & Manage and filter for the transactions you want to create a soft credit for.

Using the report builder, select Transaction Id, Date Created, Amount, and the custom field you created to capture the affiliated organization.

Note: if this is something you will be doing often you can save and name the report for future use. Otherwise you can export without saving.

Once you have exported the data, it should look like the below example.

You will now need to collect the CharityEngine Id for each of these affiliated organizations and input them into your file. If the organization does not already exist in CharityEngine, you can create a contact through the importer tool by using the organization name instead of the Contact Id.

After the Ids have been added, your file should look like the below.

Once your file is ready for import, navigate to Automation & Workflow > General > Import & Export > Create New > Import and select Import to Soft Credit

Add Source Transaction Id, Soft Credit Date, Revenue Amount, Organization Name, and Contact Id to your fields.

Note: you can save this template for future use by checking the box under the field selection.

once your fields are selected, click next and upload your file and finish the import.

After the import has been completed, navigate back to the transaction listing screen and you will be able to see your soft credit transactions.

Note: The soft credit transactions will take on the attributions of the source transactions, such as fund and campaign.



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