Bulk Import
Updated over a week ago

The Bulk Import tool allows you to process and/or import multiple donation records by uploading a CSV file.

The file to import your donation records must match the Bulk Import Template, and no columns can be deleted or changed.

Anedot provides a Validation System to ensure that the file will import all of your donations successfully. If the import is unsuccessful, you will receive a Validation Error Message that can be accessed by clicking the Download failures button included in the failed response popup.


Download Bulk Import Template

To get started, follow the steps below:

  1. Access the Finance>Virtual Terminal tab within your fundraising account.

  2. Click the Bulk Import button in the upper right corner of the page.

  3. Next, select the Donation Page you would like the transactions processed through.

  4. Once the Donation Page has been selected, click the blue Download hyperlink to download the custom Bulk Import Template.

  5. Open the Bulk Import Template and apply the transaction data. The Bulk Import Template cannot be altered and must be in CSV format. All columns must be included in the Import. If the imported file does not match the template, the import will fail.


Bulk Import Template Tips

To ensure your Bulk Import Template is completed successfully, check out the tips provided below!

  • Email Receipts and Notifications are not sent for imported transactions.

  • Transactions that have been successfully imported will relay to integrations.

  • The Import tool can only be used with single-fund Donation Pages.

  • Duplicates will be detected by the system. You can opt to include the duplicates in the final import or have the system remove duplicate records before completing the import.

  • Excel may automatically generate your columns in Scientific Format. This will produce an error when attempting to import transactions. We recommend reviewing and setting each column type to Text format to prevent this.

Column Type

Format and Tips

Amount in Dollars

Total amount of donation.

  • Donations must be ≥ $1

  • Any value that we can parse is valid. 1.00 and 1 will all work the same.

  • Do NOT include a dollar sign ($)

Payment Type

  • credit_card
    When Credit Card is the payment method, the following columns are also required:

    • card number

    • card code

    • card month

    • card year

  • bank_account
    When Bank Account is the payment method, the following columns are required:

    • bank account type

    • bank account holder type

    • bank account routing number

    • bank account number

  • cash

  • check

  • in-kind

State

Must be two characters.

  • Example: TX = Texas; LA = Louisiana

Country

Must be two characters.

  • Example: US = United States; UK = United Kingdom

Phone

Phone numbers can be entered with or without characters.

  • Example: 1112223333 or (111)222-3333

Card Code

This is the verification number on the back of the credit card.

  • Card Code cannot be left blank.

  • If the payment method type is Bank Account, Cash, Check, or In-Kind, enter X within the Card Code column.

Card Month

This is the card expiration month in 2-digit MM format.

  • A leading 0 is NOT required for 1-digit months.

Card Year

This is the card expiration year in 4-digit YYYY format.

Donation Date

Use this field to track the date a donation was received (past or present).

  • This column is not required.

  • Must be in the following format: mm/dd/yyyy

Capture Date

The Capture Date column must be added to the Bulk Import Template manually. This column allows you to enter a future process date.

  • Must be in the following format: mm/dd/yyyy

  • When a future date is entered, upon submission, only a Submission record will be available in the Action Pages tab. Once the donation processes successfully on the future date, the transaction record will become available in the Transactions tab.


Upload Bulk Import Template

Once you have applied the transaction data to the Bulk Import Template, follow the steps below to import the data:

  1. Access the Finance>Virtual Terminal tab within your fundraising account.

  2. Click the Bulk Import button in the upper right corner of the page.

  3. Next, select the Donation Page you would like the transactions processed through. Use the same page that the template was originally downloaded for.

  4. Upload the Bulk Import Template. The template will need to be in CSV format.

  5. Next, click Import CSV.


Import Status

Once you have submitted your CSV file, you will be able to view the progress of your import. A confirmation message will appear once the import has been completed. The confirmation message will include the number of successfully imported records.

Once the import has been confirmed as successful, you can exit the Import tool popup.

If you have received a failed import response, check out the following guide for further information.


Failed Import

If you have received a response of failed import records, please review the Validation Error Key for further information.


​Before exiting the Import CSV Failure Response popup, click the Download failures to view the list of failed records.

PLEASE READ BELOW BEFORE EXITING.

Warning: The Failures Download will no longer be available once you have exited the Import CSV Failure Response popup. Be sure to Download failures before clicking out of the popup.

Once you have identified and corrected the failed records, you can then create a new Import for the previously failed records.

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