To import Friendraising contacts, event registrations, and gifts, you must define your connection settings and map the Friendraising events to iMIS events and distributions.
To define settings
1. Navigate to Tools > Friendraising > Settings.
2. Define the following Friendraising Settings:
□ Update Name/Address: Enable this option if you want to update the name and address of Friendraising contacts in iMIS when differences are detected during an import. For example, if an existing contact registers for a Friendraising event using a new street address, their iMIS contact record is updated with the new address when you import the Friendraising transaction.
This option does not affect new Friendraising contacts, which always generate new contact records in iMIS.
□ Ignore Imported One-Time-Off-Line: Select this option if you do not want to import transactions marked as One-Time-Off-Line in Friendraising. This marker indicates that a transaction has been imported to the Friendraising Administration Console from an external source. For example, when setting up a new Friendraising implementation, some users import donations into the console to maintain a historical record. These imported transactions are marked as One-Time-Off-Line in the console.
□ To download your Friendraising Export Files to iMIS on demand via the Friendraising Importer iPart, you must enter the following authentication information.
Note: If you have not already done so, contact your AiSP to request that they enable your Friendraising Administration Console for on demand exports, so that you can enter the information below.
■ Friendraising Service URL
■ Friendraising Service Organization ID
■ Friendraising Service User Name
■ Friendraising Service User Password
3. Define the following iMIS Settings:
□ Payment Method: Enter an iMIS Cash Account Code that is a Cash type. Incoming Friendraising transactions are associated with this code. iMIS Cash Account Codes of other types (i.e. Credit Card) cannot be used, because the incoming transactions have already been billed via the payment gateway associated with your organization’s Friendraising account. We recommend that you create a distinct Cash Account of the Cash type to track Friendraising transactions, so that you can make sure these are reconciled separately from other iMIS transactions (see Setting up cash accounts). If you create a new Cash Account, be sure to restart the AsiSoaHost15 service before importing any transactions.
□ If you want to capture address data from your imported Friendraising transactions, you must enter an iMIS Address Usage label for each Friendraising field listed below. You can find your Address Usage labels in Desktop from Customers > Set up module > General > Address and Notes.
■ Home Address
■ Home Phone
■ Home Email Address
■ Work Address
■ Work Phone
■ Work Email Address
■ Mobile Phone
Note: You can only record one phone number per each iMIS Address Usage label. Therefore, you must assign a unique iMIS Address Usage label to the Friendraising Home Phone, Work Phone, and Mobile Phone settings.
Similarly, you can only record one email address per each iMIS Address Usage label. Therefore, you must assign a unique iMIS Address Usage label to the Friendraising Home Email Address and Work Email Address settings.
4. Save.
Mapping events and gifts
To import registrations and gifts, you must first map each event defined in the Friendraising Administration Console to an event defined in iMIS. To map events, you need the Friendraising Event ID as well as the iMIS distribution, event, and function codes.
Each Friendraising event you create in iMIS must include at least one event function. The function fees are defined in the Friendraising Administration Console.
Each Friendraising donation is considered a single gift in iMIS. When a donor sponsors an event participant, the donation is imported as a single gift from the sponsor, but iMIS also records a soft credit on the event participant's record to show who is responsible for helping to obtain the gift.
To map events and gifts
1. From Tools > Friendraising > Mappings, click + Add new record.
2. Define the following Mapping elements:
□ Event Id: The Friendraising event ID listed in the export file.
□ Gift Item Code: The iMIS Distribution Code to be assigned to imported gifts associated with this event.
□ iMIS Event Code: The iMIS Event Code to be assigned to imported registrations associated with this event.
□ iMIS Event Function Code: The iMIS Event Function Code to be assigned to imported event function registrations associated with this event.
Note: If a registration fee has been set up for the event in the Friendraising Administration Console, then you must map that event to an iMIS Event Function Code that has the same fee amount.
3. To save the event mapping, click Insert.