Upload the Delayed Self-Pledge CSV File

This procedure is part of the process to collect Delayed Self-Pledge funds after the fundraising deadline is passed.

Note: This process is for Two-Step Delayed Self-Pledge implementations only.

After running the Delayed Self-Pledge report and creating the CSV file, you will upload the CSV file which then processes the remaining charges from participants.

Upload the Delayed Self-Pledge CSV File

1. From any administrator page, select Fundraising > TeamRaiser.

2. From the Report Selection list page, select the Uploads tab.

3. From Related Actions on the Uploads List page, select Upload DSP Charges.

4. To upload the file to initiate the real billing process for the sustaining gifts, select Upload DSP Charges from the Related Actions area again.

5. On the Configure Parameters page, enter the descriptive label for Upload Name and select Next.

6. On the Upload File page, select Browse to locate and open your upload file, and then select Finish.

After the file uploads, you can view the new sustaining payment records created from the Sustaining Gifts tab.