Bulk Import

The Bulk Import tool enables you to efficiently process and import multiple donation records by uploading a formatted CSV file. This tool is ideal for entering large volumes of donation data via single-fund Donation Pages only.

Prepare Your Import File
Required Fields & Data Guidelines
Import the File
Errors and Failures
Tips and Considerations

Prepare Your Import File

Before importing, download the required Bulk Import Template, which ensures your data matches the correct structure. Do not delete or alter any columns, as mismatches will cause the import to fail.

To Get Started:

Go to Finance > Virtual Terminal in your fundraising account.
Click the Bulk Import button (top right).
Select the Donation Page the donations should process through.
Click the Download link to get the customized template for that page.
Open the template and enter your donation data.
Save the file in CSV format without altering the column structure.

Required Fields & Data Guidelines

Each donation record must meet specific criteria. Below are key field requirements:

Required Columns	Notes
amount in dollars	Must be ≥ $1; no dollar signs or commas (e.g., `1000.00`, not `$1,000`)
payment type	Options: `credit_card`, `bank_account`, `cash`, `check`, `inkind`, `offline_card`
first_name
last_name
address_line_1
city
state	Must be a two characters abbreviation. See here for full list. * Example: TX = Texas; LA = Louisiana
zip
country	Must be a two character abbreviation using the Officially Assigned ISO alpha2 country codes . * Example: US = United States; GB = United Kingdom
email
phone	Can be entered with or without characters: 1112223333 or (111)2223333
currently_employed	Must = `TRUE` or `FALSE` (blank values will be passed as null or cause a validation error message to appear in the modal)
credit_card fields (if payment method = credit_card)	Requires: `card_number` `card_code`: If the payment type is Bank Account, Cash, Check, or InKind, enter "X" under the card_code column. `card_month`: Enter the card's expiration month in 2-digit MM format; a leading zero is not required for single-digit months. `card_year`: Format as YYYY
bank_account fields*** (if payment method = bank_account)	Requires: `account_type`: "checking" or "savings" `holder_type`: "personal" or "business" `routing_number` `account_number`

Fields like card code, date formats, and optional custom fields must adhere to exact formats to avoid errors.

Optional Columns	Notes
phone_communication_consent	Must = `TRUE` or `FALSE` (defaults to `FALSE` when blank)
email_communication_consent	Must = `TRUE` or `FALSE` (defaults to `FALSE` when blank)
donor_covered_fees	Must = `TRUE` or `FALSE` (defaults to `FALSE` when blank)
donation_date	Use this field to record a past or current donation date. Format must be MM/DD/YYYY. Do not use with `capture_date` on the same record.
capture_date	Use this field to enter a future donation (process) date in MM/DD/YYYY* format. The transaction will be processed on the future date entered.* The Capture Date column must be manually added to the Bulk Import Template. When a future date is entered, only a Submission record will appear in the Action Pages tab after upload; the transaction will appear in the Transactions tab once processed. Do not use with Donation Date on the same record.
frequency	Enter a frequency to create a recurring commitment: `weekly` `biweekly` `monthly` `quarterly` `semiannually,` `yearly`
Custom Fields	Format as `{field_internal_name}_type`. For text input: use comma-separated values in double quotes (e.g., `"Value 1, Value 2"`) Tip: Improper formatting (e.g., no quotes around lists) can silently split values into new columns and cause skipped rows. For dates: use MM/DD/YYYY format For boolean values: use `TRUE` or `FALSE`

Additional Optional Columns:

Name & Organization: title, middle_name, suffix, organization
Address: address_line_2
Employment Data: employer, occupation, employer_address_line_1, employer_address_line_2, employer_city, employer_state, employer_zip, employer_country
Tracking: source_code, utm_campaign, utm_content, utm_medium, utm_source, utm_term

Import the File

Once your file is complete:

Go back to Finance > Virtual Terminal.
Click Bulk Import.
Re-select the same Donation Page used to download the template.
Upload your CSV file and click Import CSV.

You’ll receive a confirmation showing the number of successfully imported records.

Errors and Failures

If your import fails:

A Validation Error Modal will display up to 5 issues.
Use the Download Failures button to export a file of failed rows and specific error messages.

Download this file before closing the popup—it cannot be retrieved afterward.

Once issues are corrected, you can re-upload only the failed records.

Common Modal Errors Include:

Missing required fields (e.g., amount, first name, email)
Invalid formatting (e.g., dates, card numbers - see Data Guidelines)
Incorrect data (e.g., unquoted custom lists)

Tips and Considerations

Excel Formatting: Excel may auto-format numbers (like card number or routing numbers) in scientific notation—set all columns to Text format before saving.
Bank Account Transactions: Due to NACHA regulations, bank account transactions over $200 cannot be processed through the Bulk Import tool.
No Email Receipts: Email receipts and alerts are not sent for bulk-imported transactions.
Duplicate Records: The system detects duplicates and gives you the option to include or exclude them.
Single-Fund Pages Only: The tool does not support multi-fund pages.
Integration Support: Successfully imported records will relay to connected integrations.
Silent Failures: Optional columns with incorrect headers or formats may cause a row to be skipped without an error.
Donation Date vs. Capture Date: Do not use both fields in the same row.

Bulk Import

Learn how to use the Bulk Import tool to upload multiple donations via CSV, avoid errors, and ensure successful processing with proper formatting and setup.

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