Check an import against your old system
After importing, open the import's review page: counts, an automatic “Import check”, and every row that needs a look. When the numbers match your old system, sign it off.
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Open the import
Click “Review this import” right after importing, or go to Settings → Import → Past imports → “Details”.
Past imports are listed at the bottom of the Import page. - 2
Read the counts
The top shows people added and updated, gifts, pledges, new campaigns, recurring gifts turned into tasks, and anything skipped (for example declined gifts).
Open an import from Past imports to see its counts. - 3
Read the Import check
Each line has a ✓ or a !: for example whether gift totals match the file. “Everything lines up” means all checks passed.
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Gifts without a campaign
If some gifts came in without a campaign (a Donary payment export without the Campaign column), the check says how many and how much. Click “Choose a campaign for these” to give them one in bulk — narrowed by dates, payment type, what they came in through or fundraiser, with the count and total shown before you apply.
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Look at the rows that need a look
“Rows that need a look” lists the file, row number and what happened (for example a gift with no usable date). Fix them in Yahiv by hand, or fix the file and import again.
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Compare with your old system
Compare total giving for a year and a few people's balances with the old system. Use Giving → Gifts with “All time” and People sorted by “Open pledge balance”.
Giving → Gifts with “All time” shows the total received. - 7
Sign it off
When you're happy, click “Sign off this import”. It shows “✓ Signed off by … on …” so everyone knows the numbers were checked.
Tips
- “People tagged “imported”” opens everyone this import added.
- Insights → Health reminds you about imports not signed off.
- Moving from Donary: a pledge here shows what was really received on it. Donary's “Paid” also counts recurring payments still to come — that part stays open here, so a balance here = Donary's “Balance” + what's still scheduled.
- Rows matched to “one of N people named …” are listed under “Rows that need a look” — open the pledge or gift and check it's on the right person.
If something isn't working
Totals are lower than the old system.
Declined and voided gifts aren't imported, and rows without a usable amount or date are skipped — see “Rows that need a look”. Also check the transactions file covered all years.