Qgiv Importing

When transactions come from Qgiv, there are generally three possibilities for each transaction:

  1. There is matching name already in ExceedFurther. The transaction is appended to this name.
  2. There is no matching name in ExceedFurther. A new household or organization is added and the transaction is appended to the new name.
  3. The transaction is rejected and nothing is added to ExceedFurther.

To import transactions from Qgiv, do the following steps:

  1. Make sure you have set all of your field mappings and default values for all of your active Qgiv forms.
  2. Open the New Transactions tab of the Qgiv Interface tab.
    1. There may be a list of transactions on this tab. These are the transactions that have not yet been imported into ExceedFurther.
  3. Click on the Get Qgiv Transactions button to add any new transactions that have been processed through your Qgiv forms.
    1. New transactions appear in the list. If you have more than one form, you may see transactions from different forms in this list. The Form Name column indicates which form a transaction came from.
  4. Select the transactions you do not wish to import by checking the boxes in each row. Click on the Reject button to move these to the Rejected list.
    1. These are usually transactions that have a failed transaction status. You might also wish to reject a transaction based on some other criteria, such as having a name and address that are indecipherable.
  5. Select the transactions you wish to bring into ExceedFurther by clicking on the check boxes in each row.
    1. Generally you would select all transactions in the list by clicking on the check box in the header of the list.
  6. Click on the Automatic Match button to initiate the search to check each name and address against the existing names in ExceedFurther.
    1. There are three possible outcomes for each name:
  7. There is a match for the name. The transaction is moved to the list on the Matched tab.
  8. There is a partial match or more than one potential match for the name. The transaction is moved to the list on the Unmatched Duplicates tab.
  9. There is no match for the name. The name remains in the list on the New Transactions tab.
  10. Scroll through the unmatched names that remain on the New Transactions tab. If you suspect that a name is in your ExceedFurther list, you can choose to look them up to verify and then match them.  Use the Search button to look up a name. If you find a match, select it from the search results. The transaction for that name is moved from the New Transactions tab to the Matched tab list.
  11. Select all the transactions in the New Transactions list that are ready to be imported as new households or organizations and click on Import.
    1. A new household or organization is created for each name in the New Transactions list. The transaction gift is appended to the new name. These transactions are moved to the Imported tab.
  12. Open the Unmatched Duplicates tab to review the list of transactions where you need to determine if an existing name matches the transaction name.
  13. Select an unmatched name in the list on the left. The potential duplicate names in ExceedFurther for that name are displayed in the grid on the right. Select the correct name and click on the Match button at the top of the grid. The transaction is moved to the list on the Matched tab.
  14. Repeat the above process for each unmatched name.
  15. Open the Matched tab to view a list of all of the transactions that are ready to be appended to existing names in ExceedFurther.
  16. If there are transactions that should be rejected or moved back to the New Transactions list rather than being imported, select those transactions and click on Reject or Unmatch.
  17. Select the transactions to be imported and click on Create Gift.
  18. The list of all rejected transactions can be viewed on the Rejected tab.
  19. The list of all imported transactions can be viewed on the Imported tab.