Support » Plugin: Give - Donation Plugin and Fundraising Platform » Importing Reoccurring donations

  • Resolved inetinitiatives.com

    (@inetinitiativescom)



    Hi friends, I currently have a support request in on another issue through priority support but thought this question might have use for others. I’m migrating a client with existing reoccurring donations (about 100) from Blackbaud. I am migrating the existing donors to the GiveWP install and using PayPalPro as the payment gateway.

    What is the best workflow for migrating these donors? My current plan is to have them all re-input directly into PayPal Manager to create reoccurring profiles then export them in order to import them into Give so all existing donors as well as future donations/donors are in the same place. I’m assuming it should go in this direction as I need to coordinate all the existing donor’s individual monthly donation dates, etc.

    Can anyone tell me if I should be looking at this differently, or if GiveWP has a capability that would allow for a) inputting/importing existing donors b) performing the next in a series of monthly donations for each c) syncing this with PPPro so that pre-existing monthly donation dates for each donor record can be preserved?

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  • Plugin Support Ben Meredith

    (@benmeredithgmailcom)

    Hi there,

    Thanks for reaching out! We actually had a chance to discuss this personally at WordCamp San Diego, and are in the process of helping you out via priority support. Since this topic is about our premium recurring product, I am going to close this here, and continue interfacing with you over on priority support!

    Thanks!

    inetinitiatives.com

    (@inetinitiativescom)

    Thanks Ben, it was great to meet you at WordCamp and I appreciate you and all the GiveWP peeps’ help. Your support of GiveWP is phenomenal. 🙂

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