If this is the first time you have imported a CAF file you should go into Settings (see this) search for Payment Methods and add a new payment method called 'CAF'
Each time you download a file from CAF you will need to open it in Excel and add the following columns
- Constituent Type
- Product
- Payment Method
- BlockMail
- BlockEmail
- BlockPhone
- BlockSMS
- ExcludeFromGiftAid
Now you need to enter some data into the columns you added, as follows:
- Constituent Type - e.g. Individual, Company etc - enter the correct value into this column depending who the donation was from
- Product - e.g. Donation
- Payment Method - e.g. CAF - enter the payment method you set up previously
- Fund
- Use the contents of the DonorMarketingPreferences column to set BlockMail, BlockEmail, BlockPhone & Block_SMS - for example
- DonorMarketingPreferences contains 'no further contact' set all of BlockMail, BlockEmail, BlockPhone & BlockSMS to Yes
- DonorMarketingPreferences contains 'email' then set BlockEmail to No and BlockMail, BlockPhone & BlockSMS to Yes
- DonationTaxEffective is this contains
- Tax Effective set ExcludeFromGiftAid to Yes
Save the file as an Excel spreadsheet
Upload the Excel spreadsheet to Donorfy
If this is the first time you have uploaded a file of this type you will need to
- Set up the field mappings (see this article)
- You should also get Donorfy to save the reference number CAF allocated to each donor - this is usually in a column called DonorURN (see this article)
When you upload subsequent files you can re-use the field mappings you used the first time - see this article for more information
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