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Using Custom Reporting with Veracross Gift Import

Updated

How to use GiveCampus custom reports for Gift Import into Veracross

This article will walk you through how to set up your aliases and custom reporting configurations in order to easily use the Veracross import batch capabilities to import gift data from GiveCampus to Veracross.
 

Setup

The setup will all be done in GiveCampus from the Online Giving > Reporting > Custom Reports page to configure both aliases and a custom report that is set up for this import. If you need a refresher on general reporting capabilities check out this article. 

 

Setting up your Aliases

The following are all of the aliases you will need to set up in the custom reporting settings page in the screenshot below:
All of the items in the "GiveCampus Data Element" column should be selected in the dropdown and you should name "Your Column Name" as the alias listed in the second column to match the expected data element in Veracross.
GiveCampus Data Element Column Alias
donation_id donation_legacy_id
first_name
donor_first_name
last_name donor_last_name
payer_email person_email
Phone
person_mobile_phone
unique_identifier fundraising_activity
veracross_payment_method payment_method
veracross_credit_card_type credit_card_type
veracross_payment_category_type payment_category
fmv_of_incentive reward_fmv_amount
designation_writein notes
designation_backend fund
donation_amount receipt_amount
date_of_capture (Or your preferred date field) - NOTE: You will need to pick a DATE field and not a date/time field receipt_date

 

Setting up your Custom Report

Next, create a new custom report to utilize for these imports.You can also update the default report if you only want to pull this specific information from GiveCampus.

Veracross's new import capabilities do not require empty columns and do not require the columns to be in any particular order. 

Include all items you created aliases for, plus these 3 data points:

  • Anonymous
  • In_Honor_Of
  • In_Memory_Of

Using your new report

For custom reports you've saved, you can download them with specific date and time stamps for the gifts you want to include. You can also select your adjusted default report if you prefer.

To import into Veracross, upload your file to a folder using Veracross's batch import feature.

If you're interested in SFTP automation for GiveCampus reports, reach out to support@givecampus.com

 

Need additional help? 

Watch this Step by Step Video Walkthrough of how to take the above steps and configure your Veracross Import Report 

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