8. Pledges Data Preparation Instructions

8. Pledges Data Preparation Instructions

Type of information that goes in this tab of the template:

A PLEDGE is a promise from a CONTACT that the CONTACT intends to make one or more DONATIONS. A PLEDGE may include detailed payment instructions to enable you to collect the funds pledged. Some examples of information that can be recorded in the Pledges add-on:
  1. Details of active monthly donations
  2. Donations via pre-authorized checking
  3. Donations via pre-authorized payments

How the information entered in this tab will be handled:

  1. Every single row will be imported as a separate PLEDGE record.
  2. Every column in this tab represents a field in the PLEDGE record in Sumac.
  3. If you do not track information that belongs in a particular column in the template, leave that column blank. 
WarningIf you are tracking pledges, your donations should include Pledge ID or Pledge Information, so that we can connect Donation to the particular Pledge. Additionally, put Pledge as a Payment Type for all Donations (Donations.xlsx) that were made towards a pledge.

Mandatory Fields


Mandatory Field(s)
Default Value Imported (If no data present)
Contact Making Donation (Contact ID)
Contact IDs column needs to match Contact ID column in the Contacts Template. IF THERE ARE NO IDs THIS TEMPLATE IS NOT APPROPRIATE FOR YOUR MIGRATION.
First Payment Date
1900-01-01
Recurring Payment Amount / Total Amount
No PLEDGE will be imported
Donation Type
[pre-sumac]
Payment Type
[pre-sumac]

Events

If there are pledges in your data that were received as a result of an EVENT, then in order to import an event into Sumac we will need your data to contain the following:
Mandatory Field(s)
Default Value Imported (If no data present)
Event Name
No EVENT will be imported
Event Type
[pre-sumac]
Event Date
1900-01-01

 The above fields are in the template provided.

Campaigns

If there are pledges in your data that were received as a result of a fundraising initiative such as a CAMPAIGN, a mailed or emailed appeal, or some other named initiative for solicitation, then this data will be imported as a Campaign into Sumac and then tied to that pledge.

Mandatory Field

Default Value Imported (If no data present)
Campaign Name
No CAMPAIGN will be imported

 The above fields are in the template provided. 

Funds

If there are pledges that are restricted by the donor to go towards a particular purpose or fund, then this will be imported as a FUND in pledges.
Mandatory Field
Default Value Imported (If no data present)
Fund Name
No FUND will be imported
 
The above fields are in the template provided. 

Example: