Correcting Gifts in Version2

If incorrect information was included in a previously submitted Gift File, you can correct it by submitting a new Gift File with updated values. Version2 uses the GIFT_ID field to determine whether a gift record should be updated or newly created.

You can continue to use the standard Gift Template for all corrections.

How gift data corrections work

Version2 treats Gift Files as additive and updatable based on the GIFT_ID.

• If a submitted row contains a GIFT_ID that already exists in Version2, the existing gift record will be updated
• If a row is submitted without a GIFT_ID or with a new GIFT_ID, a new gift record will be created

This allows corrections to be made without removing or overwriting unrelated gift data.

Making a correction

To correct a previously submitted gift:

1. Open the standard Gift Template

2. Add a row using the same GIFT_ID as the original gift

   Update the field(s) that need to be corrected, such as:

   • Gift amount
   • Designation
   • Gift date
   • Other supported gift fields
3. Save the file in CSV format
4. Submit the file using the standard Gift File delivery process with 'version2_gifts_yyyy.mm.dd' naming convention.

Important notes

• Always reuse the original GIFT_ID when making corrections
• This process can't be used to remove gifts from Version2

Need support?

For questions or help, please email version2support@givzey.com