This import type allows you to increase the amount donors give on their existing RPIs.
Prepare the Template
Open the Data Preparation Template.
Delete all worksheets except the one named RPI Upgrade.
Use only the columns relevant to your upgrade.
Available columns are:
RPI Number: this is the number of the existing RPI in Donorfy that you want to upgrade - this must be entered.
Campaign: the name of the campaign associated with the upgrade - this must be entered.
Amount: the extra or upgrade amount that will be paid following the upgrade each time a payment is collected - e.g. if the payment frequency is Month then this would be a monthly amount.
Start Date: the date payments are expected to begin.
End Date: the date payments are expected to end - enter 31/12/2099 if the upgrade does not have an end date.
Reference.
Channel.
Product.
Department.
Fund.
Potential Gift Aid: enter Yes if donations under this instruction can potentially have tax reclaimed under gift aid.
Comments: text that can be stored for the RPI.
Beneficiary Constituent Number, External Key or Email: if provided this information will be used to find an existing constituent who is the beneficiary of the RPI.
📌Note:
The existing amount(s) on the RPI will still be collected so if someone was giving £10 per month and they upgraded to give an additional £5 the amount column would contain £5, giving a total for the RPI of £15.