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Click "New Integration" from the integrations screen to setup your Good2Give integration.
Find your Good2Give integration from the integrations screen and click "Upload CSV File". Here you can select the CSV file you wish to import and click "Upload".
- Do not modify files prior to uploading - MoveData only supports the file structure as directly exported from Good2Give
- Upload files singularly - wait for your file to finish importing before starting a new import
MoveData allows you to configure your Good2Give campaign structure:
Good2Give does not explicitly link employee donations and employer matched gifts. MoveData employs fuzzy logic to determine matched gifts where an employee contact appears alongside both
Employee Matchingdonations of the same amount and within the same file. Where a matched gift is identified MoveData will create an opportunity contact role of
Soft Creditfor the employee contact on the employer donation, and set Matching Gift Status to
Receivedand Matching Gift Employer and Matching Gift Account to the Employer Account.
Good2Give uses the Fundraising & Donations Extension