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Ad-Hoc File Imports
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Ad-Hoc File Imports
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Upload Dataset Stages
Slate provides a self-service method for importing both historical and live data. Formulate a data import strategy by reviewing recommendations for Importing Data of various types from external sources. When importing data, determine first whethe...
Updated : 15 Mar 2024
Troubleshooting Upload Dataset
Now that you have the fundamentals of your instance configured, you are ready to begin filling it with data. The Data Import tool provides a self-service method for importing both historical and live data. At times, you may have difficulty locatin...
Updated : 09 Nov 2023
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Importing Documents
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Materials
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Importing Gifts for Advancement
Gifts can be imported into Slate in batch using the Upload Dataset tool. At a minimum, the data points needed for a gift to be created and matched on a record are: Gift Type Gift Fund Gift Status Gift Amount Matching criteria for a ...
Updated : 09 Nov 2023
Pledge Mapping Destinations for Advancement
This category of mapping destinations shares many of the same destinations as the Gift destinations . The destinations unique to pledges are:
Updated : 09 Nov 2023
Gift Mapping Destinations for Advancement
This article describes various mapping destinations used for gifts. For all of the listed items that use Value Mappings, institutions can also map as Static Values, so all gifts in the group receive a particular value. Gift-scoped custom fields...
Updated : 23 Apr 2024
Importing Soft Credits
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...
Updated : 23 Apr 2024