Importing Contributions

Contributions can be imported from a CSV file, but understand that your CSV file should be formatted according to these instructions. Each contribution is linked to an Envelope or Member number, NOT the name of the person. 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 giver's Envelope or Member number, which should match an individual's unique Envelope/Member number as entered on the People screen. If the data in the first column does not match an individual's envelope/member number, that row will be skipped. This is a required column.

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

  • Three additional (optional) columns may be included. Column C, if included, should contain the name of the category, or category number, to which the contribution will be applied. If left blank, or if the CSV entry doesn't match an existing category, the contribution will be assigned to the default category.

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

  • Column E, if included, should be any memo or notes associated with this contribution. The length is limited to 64 characters.
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.

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.