Comment on page
Good2Give
CSV Import
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:
Employer Campaigns | Charity Project Campaigns | Comment | Example Hierarchy |
|---|---|---|---|
False | False | Donations are allocated against a Good2Give campaign |
|
True | False | Donations are allocated against their matching employer campaign |
|
False | True | Donations are allocated against their matching charity project campaign |
|
True | True | Donations are allocated against their matching employer and charity project campaign |
|
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
Workplace Giving and Employee Matching donations of the same amount and within the same file. Where a matched gift is identified MoveData will create an opportunity contact role of Soft Credit for the employee contact on the employer donation, and set Matching Gift Status to Received and Matching Gift Employer and Matching Gift Account to the Employer Account.Good2Give uses the Fundraising & Donations Extension
Last modified 1yr ago