How to Import Offline Donations

To import a list of offline donations, on your left-hand side dashboard head over to "Reports." 

A submenu will open up, select "Offline Donations."

Once in Offline Donations, select "Import Offline Donations."

A pop up will open up, select "data template" to review how your .csv file should be set up in order to import your offline donations. Once you are finished setting up your file to the correct parameters, upload your file using "Select a file."

Importing Offline Donations

If you are importing offline donations, we support list importing via a CSV (comma separated value) file. We recommend using a spreadsheet program like Microsoft Excel or Google Sheets to create and edit your import file. You can download a sample file to get started.

Here are a few tips to help you with importing your file:

• All fields headings listed in row 1 of the sample CSV file must remain intact and unaltered. Changing these columns headings will cause your import to fail.
• Fields in the table below are marked if required. Any non-required field can be left blank and will not remove or change any existing offline donations. 
• The imported file must match and conform to the requirements stated below in the field list.

Donor Visibility: All offline donations will be imported with the donor name and amount publicly hidden unless specifically marked otherwise in the import file.

Field	Required	Notes
First Name	Yes
Last Name	No
Email	No	Must be a valid email address
Source	Yes	Must be a valid source Source types: Cash, Check, EFT / Wire, Corporate, Sponsorship, Match, In-Kind, Securities, Facebook, PayPal, Credit Card, Batch, Donor Advised Fund, Other
Amount	Yes	Must be listed in a number format, ie. 10. Cents are not currently supported and will be truncated when importing.
Date	Yes	Date and time must be formatted to MM/dd/YYYY HH:MM:SS AM/PM ie. 10/14/2019 07:30:00 PM Please note, time will be considered in US/Eastern time zone by default. If you are located on different time zone, you must calculate and enter your time in EST. If a time is not specified it will automatically be set to midnight 00:00:00 AM
URL	No (Default to organization)	The URL or URN of your campaign page. For example: https://www.coloradogives.or/story/My-Fundraiser. In this example you may enter the whole URL or just the last part (e.g. 'My-Fundraiser') , referred to as the URN. Acceptable campaigns include any fundraiser connected to your organization as well as teams or events where your organization is the only cause or is serving as the general fund. If providing the URL of a fundraiser page and that fundraiser is also connected to a team/event, the offline donation will automatically be linked to the team/event and counted if allowed by the team/event organizer.
Anonymous	No (Default Yes)	Possible values are "N" for No or "Y" for Yes. By default an offline donation will be marked as Anonymous unless explicitly stated in this column as "N". If anonymous the donor's name will not be publicly visible on any donor timelines. However, you will still be able to access the donor's information along with the fundraiser or team/event administrator if applicable. If you prefer full anonymity, you may omit the email address and simply enter "Anonymous" for the first name. However, your number of unique donor metrics will not be as accurate.
Hide Amount	No (Default Yes)	Possible values are "N" for No or "Y" for Yes. By default an offline donation amount will be hidden unless explicitly stated in this column as "N". Use this feature to allow you to recognize a donor publicly without revealing how much they gave.
External Tracking Id	No	Optional value can be provided to assist in reconciling and tracking your offline donations with other internal systems. This can be a string of any characters or text and will be included on your offline donation reporting. Text limit is 255 characters.
Notes	No	Optional value can be provided to assist recording notes you may have relevant to the offline donation. This can be a string of any characters or text and will be included on your offline donation reporting. Text limit is 255 characters.