This article explains how to upload soft credits using the File Uploader. A soft credit is a link between a transaction, typically a donation, and another constituent in Donorfy.

To create the Soft Credits both the Transaction to establish the link from and the Constituent to link to will need to be identified... 

• The transaction you want to link from you can use a
  • Transaction Number, or
  • Transaction Reference
    
    
• The constituent you want to link to you can use
  • Constituent Number, or
  • External Key, or 
  • Email address

Performing the Update

To update transactions, you will need to:

Download the Data Preparation Template

This template is available to download within Data Management > File Upload

Prior to downloading the template ensure you refresh it by clicking on Update Template

Prepare the worksheet

• Find the Soft Credits worksheet, right-click on the tab and create a copy in a new workbook 

• Enter sufficient information to find both the transaction and constituent that the Soft Credit will apply to
  
  
• You can then enter

Soft Credit Percentage - this is the percentage of the original transaction that the soft credit should be for

Soft Credit Amount - this is the amount of the original transaction that the soft credit should be for - usually you would use either the percentage or the amount, but you can enter both if you want

Soft Credit Comments - any comments relating to the soft credit

Complete, Check and Upload

• • Double-check the data, correct as required, and all columns present are those that are to be updated
  • Once your worksheet is completed, save it as an Excel file (.xlsx) and upload it to Donorfy for checking and applying
•  

Correcting any errors

After you upload a file Donorfy will check it - if there are problems which prevent the data in the file being imported, a message will be displayed. To correct errors please see Fixing Problems in an Uploaded File