Automate Manual Recurring Gifts in Bulk

Convert eligible manual recurring gifts to automated recurring gifts in bulk. This process updates gifts so payments occur automatically based on their schedule. After you convert the manual payments, they are automated starting with their next scheduled installment.

Tip: Before you start: Review existing recurring gifts and update end dates and statuses to terminated or completed as needed.

  1. From Settings, Control Panel, select Gift management.

  2. Under Automate manual recurring gifts:

    • If it's the first time to run the process, select Get started to identify all manual recurring gifts in the database.

    • For subsequent runs, select Find gifts to identify new manual recurring gifts and gifts that were previously ineligible for conversion.

  3. Select the payment configuration to process credit card or direct debit payments.

    Note: To automate recurring gifts paid by direct debit, you must process payments through Blackbaud Merchant Services.

  4. Select Convert to convert the eligible gifts.

    Warning: You can’t undo these changes after you select Convert.

  5. Select View results to open a list of the gifts that were identified.

  6. From the converted gift results list, use the filters or sort the columns to view the eligible and converted gifts.

    Note: If you search the list to find gifts that failed to convert for a specific reason, the results include all the gifts that meet the criteria — even if the reason isn’t listed in the Reason Not Converted column.

  7. For gifts not converted, use the Reason Not Converted column to identify the problem, then in the database view, edit the gifts as necessary to ensure they meet the conversion requirements. For example, if a gift’s schedule isn’t supported, add an amendment to select a different scheduled frequency.

    Tip: Gifts can fail to convert for multiple reasons, but the Reason Not Converted column will only display one. To view all of the reasons, select the gift ID to open the record.

Tip: If there are no payment configurations available, an admin should check settings. For more information, see Payment Configuration Troubleshooting.