Soft Credit Mapping Destinations

The Soft Credit destinations allow for the creation of soft credits for a specific existing gift.

For example, John Doe's wife Jane has gifts that already exist on her record. It is decided that an institution wants to just create a soft credit for this specific gift via an import. A file can be uploaded that contains identifying information for Jane's record, identifying information for the specific gift on Jane's record, and John's Slate ID.

This destination group also allows for an override amount to be set upon import. Institutions can use one of the three "Matching Only" mappings in order to match onto a gift.

Soft Credit Mapping Destinations Description
Soft Credit - Gift Slate GUID (matching only) Match onto the appropriate gift using the gift's Slate GUID.
Soft Credit - Gift Identity (matching only) Match onto the appropriate gift using the gift's identity.
Soft Credit - Gift External ID (matching only) Match onto the appropriate gift using the gift's external ID
Soft Credit - Amount Override If the soft credit should be a partial amount (e.g., John should get credit for only $25 of the $80 gift), you can map this destination to override the soft credit amount. If this is not mapped, then the soft credit amount will match the gift.
Soft Credit - Record Slate ID/Key This destination allows you to specify the person record (by the Slate ID) or dataset record (by the key) that should receive the soft credit.
Soft Credit - Set External ID This destination sets the external ID on the soft credit.
Was this article helpful?
2 out of 3 found this helpful

Comments

0 comments

Please sign in to leave a comment.