Payments Import

Import payments for EARN — the Evergiving Attrition and Retention Number

To use EARN to its full potential you simply need to upload your recurring pledge payment data into your Evergiving account cross-referenced with the Evergiving Pledge IDs. If you have instant payments enabled on your campaign then those payments will populate the first payment record and begin the EARN 1 calculations from that day. Otherwise the calculated pledge start date will be used to calibrate the date from which EARN 1 will be anchored.

The upload procedure is very simple. Drag and drop a spreadsheet containing three, optionally four, columns:

• Pledge ID
• Amount
• Payment Date (format DD.MM.YYYY)
• Attempted Payment Date (optional)

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.