The donation batch import tool enables you to submit multiple donations at once by uploading a file. That file must match the import template and no columns can be deleted or changed.
We have a pre-validation system to ensure that the file will import all of your donations properly.
The template CSV file is the format you should use to import donations.
A CSV file should be sufficient for most users. For more complicated use cases, you can upload a JSON file instead. Reach out to us if you need details on how to use a JSON file instead of a CSV file.
Details for specific fields
Date: Date of the original donation authorization from donor.
must be in the format YYYY-MM-DD
Amount in Dollars: Total amount of donation.
Donations must be ≥ $1
Any value that we can parse is valid. $1.00, $1, and 1 will all work the same.
Source: Type of payment must be one of the following:
Donor Type: Can be left blank or be one of the following:
State: Must be two characters.
Example: TX = Texas; LA = Louisiana
Phone: Phone number must only include digits (no characters). ex: 1112223333
Card Code: This is the verification number on the back of the credit card.
Card Month: This is the card expiration month in 2-digit MM format, although a leading 0 is not required for 1-digit months.
Card Year: This is the card expiration year in 4-digit YYYY format.
The pre-validation system checks to ensure that the imported donations will be logged or processed.