Donation Import Template - Add Pledge ID
When using the donation import template there is no field to link the donation being imported to an open pledge or promise in CSuite. This requires clicking on the pledge ID & looking for any donations made by the donor & then linking them. Or going into each donation & then linking to open pledges. Either way it is a manual process to link imported donations to pledges or promises. For organizations that have a high volume of pledge payments this is a time consuming process. It would be beneficial to be able to do this as part of the donation import template or another bulk way to connect to outstanding pledges/promise.
Laura Kruse
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