Importing Unique Types of Data: Payment Schedules – Pledges & Recurring Gifts

Mar 7, 1:00pm - 3:00pm | EST

As organizations receive gifts they may be receiving pledges and payments at the same time as recurring gifts. Creating these gift records may require multi-pass imports and knowledge of the specific schedule fields that Raiser’s Edge requires. In this session, Omatic Consultant and Instructor, Allison Buldoc, will review the multi-pass process, discuss the schedule field requirements and review settings in the IOM profile to help the import process.

Cost: $199.99/person