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...

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...

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 ...

This category of mapping destinations shares many of the same destinations as the Gift destinations . The destinations unique to pledges are:

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...

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...