Deleting API-Imported Gifts Using Data Management

To remove gifts imported via an API, use the Data Management section with a CSV file containing the unique identifiers from your original import configuration. Follow these steps:

Overview

API-imported gifts are integrated using specific identifiers. To delete these records, prepare a CSV file that includes the required fields from your original import configuration.

Step-by-Step Deletion Process

1. Navigate to the Data Management Section

From your GiveCampus admin dashboard, go to Data Import.
Select Data Management to manage data uploads and deletions.

2. Select the Gifts Deletion Option

In the Data Management section, open the dropdown labeled "Select the type of data you want to delete." Choose Gifts to indicate you are working with gift records.

3. Prepare Your Deletion File

Ensure your CSV file includes the unique identifiers required to delete each gift. Depending on your school's import configuration, these fields may include:

constituent_id (for person identification)
transaction_id (for gift identification)
custom_fiscal_year (if applicable)
gift_type (if applicable)
gift_source (if applicable)

Review the example file in the Data Management interface to confirm the exact field names.

4. Upload and Process the Deletion File

Upload the CSV file under the Gifts deletion area in Data Management.
The system will process the file and delete any gifts matching the identifiers provided.

Key Considerations

Accuracy of identifiers: Verify that all required identifier fields are included. Missing fields may prevent some records from being deleted.
Import configuration dependency: The required fields depend on your school’s active import configuration. When you select the Gifts option, the system displays the proper format.
Access permissions: Ensure you have the necessary permissions to access Data Management. If the Data Import > Data Management option isn't visible, your user role might need adjustments.

Troubleshooting

Confirm that your CSV file format is correct and that field names exactly match the example provided.
Check for system messages in the Data Management interface for indications of missing or incorrect identifiers. Correct any errors and try uploading the file again.
Note that this deletion process is permanent; deleted gifts cannot be recovered via the admin interface. Review your file carefully before proceeding.

Conclusion

By following these steps and ensuring your deletion file is accurate, you can remove API-imported gifts efficiently using the Data Management section.