Contributions can be imported directly from a CSV file. This is the recommended option for when you have a large number of giving transactions needing to be added to the Giving Screen.
If you are importing from a provider that is not listed, you will need to select "Manual" under the Provider Type.You will first need to make sure your spreadsheet is formatted correctly using the instructions below.Each row of your CSV file will be imported as a row on your Giving screen. For each row, we need either a Member/Envelope Number or Email address to properly link the row to the correct donor in your database.
Each row of data in your CSV file should contain a single contribution that will be applied to a single category. If a person gives a gift that is to be split between multiple categories, you should include a separate row in your CSV file for each category of the gift, just as if each entry were given separately.
Three additional (optional) columns may also be included:
Contributions will be imported to the date selected on the left side of the Giving screen. So it will be one file manually imported for each date.
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