Pledges

The Import feature allows you to update pledges or payments by bulk upload instead of going it individually.
For pledges, you will need to prepare a .xls or .xlsx file with the updated pledge data (with at least the pledge ID).
For payments, the data should be in the following format: Pledge ID, Date of Cancellation, Reason for Cancellation.

How can I import data and update pledges?
After pledges have been submitted, they can be changed individually or by bulk upload of data from another systemfrom the Pledges tab, you can import information such as updated pledge data, payment or cancellation information, or external reference numbers.

Importing updated pledge data
You will need to prepare a .xls file with the updated pledge data. You can match the column later during the import on Evergiving.

  • Go to Import on the Transfer tab.
  • Drag & drop or browse for the file (show me)
  • Preview the file to check it looks ok
  • Press 'Import data below'. The details of the pledge will be updated and if you have included a Validation Outcome, the pledge status will change to reflect the correct outcome.

Below is a workflow process to explain how to export and import pledge data from an external source like a phone provider with automated change to status when using the Validation Outcomes.

List of pledge data that can be updated via import

  • Account Number
  • Amount
  • BSB
  • Campaign Name
  • Cancellation Date
  • Cancellation Reason
  • Date of Birth
  • Direct Debit Name
  • Email
  • External Reference Number
  • Financial Institution
  • First Name
  • Frequency
  • Gender
  • IBAN
  • Last Name
  • Mobile Phone Number
  • Payment Day
  • Payment Month
  • Phone Number
  • Pledge ID
  • Profession
  • Starting Date
  • SWIFT
  • Title
  • Validation Contact Made
  • Validation Detail By
  • Validation Detail Comment
  • Validation Detail Date
  • Validation Outcome

Importing Cancellations
Importing cancellations works like a pledge update import. From the Transfer tab, click "Import" and then in the "Import Pledges" section, drag & drop or browse for the file on your computer in "Import Pledges". The data should be in the following format: Pledge ID, Cancellation Date, Cancellation Reason. If you use another header for your file, you can select the corresponding column in the next step. Preview it to check it looks correct and press "Import below Data" to start the import.
Format (in .xlsx):
Pledge ID,Cancellation Date,Cancellation Reason
XXXXXXX,DD.MM.YYYY,Your reason

The date and reason for the cancellation will be automatically recorded against the correct pledge and the status will change to Cancelled.

Please N.B. any new reasons you import will simply add to the list of cancellation reasons recorded in your account. We strongly recommend restricting the reasons to simply "Actively Canceled" (the supporter contacted the charity and requested their donation stop); and "Passively Canceled" (the supporter is considered canceled due to failed delinquency procedures and a period of time without payment).

Importing Payments
From the Transfer tab, click "Import" and then in the "Import payments" section, drag & drop or browse for the file on your computer in "Import Payments". The data should be in the following format: Pledge ID, Payment Date(format DD.MM.YYYY), Payment Amount. Preview it to check it looks correct and press "import below Data" to start the import.

The date and payment amount will be automatically recorded against the correct pledge and will sum to the amount on the Fundraiser’s dashboard logs.

Appending external reference numbers
The External reference number is used for recording a reference number in an external system (e.g. donor database). If a reference number is recorded, signatures will be exported with the format: [Pledge ID]-[External reference number].

It also works like for a normal pledges update. From the Transfer tab, click "Import", drag & drop or browse for the file on your computer in "Import Pledges". The data should be in the following format: First Name | Last Name | Pledge ID | External reference number. Preview it to check it looks correct and press "Save" to start the import.