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 Help Topics / Giving & Online Giving / Importing Contributions

Importing Contributions

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.

Importing CSV Files

  1. To Import a CSV giving file, select any giving date and select the "Actions" button. From the dropdown select "Import Contributions".
Import Donations
  1. ChurchTrac natively supports CSV files from Givelify, Paypal, Pushpay, Subsplash, and Tithely. There is no modification needed to import from these providers. If you are importing from a different giving provider, select "Manual". (Scroll down for manual import directions)
Import Donations from Spreadsheet

ChurchTrac can automatically create new categories as well as add new names to your database. If you wish to add new categories or names, select the corresponding checkbox.
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  1. Once the import is completed, ChurchTrac will automatically create Giving Import Dates based on your CSV file. A notification will display regarding your unmatched donations or added names (if applicable)

Manual CSV file formatting

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.

  • Column A should contain the donor's Email Address --OR-- Envelope/Member number. If ColumnA matches someone on the People screen, then that donation will be matched to the correct profile. If the data in the first column does not match anyone on your People screen, you'll need to manually match this donation to the correct person after the import has completed. This is a required column.

  • Column B should contain the amount of the donation. This column is also required.

  • Three additional (optional) columns may also be included:


  • Column C (optional) should contain the name of the category, or category number, to which the contribution will be applied. If left blank, or if the column data doesn't match an existing category, the contribution will be assigned to the default category.

  • Column D (optional) should indicate whether or not this contribution is tax deductible (yes/no).

  • Column E (optional) should be any memo or notes associated with this contribution. The length is limited to 64 characters.

  • Column F (optional) should be the date associated with this contribution. The length is limited to 64 characters.

  • Column G (optional) contribution type. Types include "Check", "Cash", "Card", "ACH", and "Other".
If you do not include one of these optional columns, you should leave a blank column in its place. For example, if you do not include the Tax Deductible column, you should include a blank column D, and the memo column will still be column E.

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