Bulk
This allows you to enter bulk donations via a spreadsheet.
Instructions
1. Download the empty sample File (Download). 2. Add required and optional data. 3. Use the campaign id lookup provided using the pulldown on the right side of the page. 4. Upload file. Fix any issues reported. 5. Submit
Supported File Format: XL spreadsheet with header row.
Here are the required and optional data and descriptions.
Column Name
Header
Value
Description
Note
name*
Required
Required
Name of Donor
Full name of Donor
email*
Required
Optional
Email of Donor
One of Email, Phone or Address must be present
phone*
Required
Optional
US phone number of Donor
One of Email, Phone or Address must be present
address*
Required
Optional
Full street of the Donor
One of Email, Phone or Address must be present
campaign_id*
Required
Required
Campaign Id, number
Use campaign Id lookup to find correct values
amount*
Required
Required
Donation amount in dollars, excel cell type is number or currency
Non zero donation amount
date
optional
optional
Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text
Current date will be used if not present
memo
Optional
Optional
Any additional notes
Any additional notes about this donation
method
optional
optional
Donation Method - use "check", "cash", "card", "inkind", "stock" or "other"
If Empty defaults to check
type
optional
optional
use donation or corpmatch
Defaults to donation if not present
company
optional
optional
Donation matching company
Only used when donation type is corpmatch
notify
optional
optional
Notify donor of donation - yes or no
Notification sent via email if present
The above table can be scrolled right and left.
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