If you have a large batch of offline donations you'd like to add to a peer-to-peer event, you can use our handy Offline Donation Import Tool! To get started, navigate to Reporting > Offline Donation Import in the org-level control panel.
You'll see the following:
We've provided a CSV template so you can enter all of the necessary data. You can download the template by clicking Example Template shown in the image above or by downloading the file attached to this article.
You MUST follow the formatting rules in order for your offline donations to import correctly. You can view the rules by clicking CSV Format Guide.
A pop-up will appear that explains what each column in the template requires.
Entries are case sensitive - for example, if you enter "ID" instead of "id," you'll receive an error message for that particular import row.
If you're uploading donations to a team, you'll need to have the team ID handy. You can locate a team's ID number by clicking Constituents > Teams in the form-level control panel. Each team's ID is located in the first column in the Teams table.
If you want to include custom fields in the CSV, place the reference (that you entered when creating a custom field) as a column header. Here's where you can find the reference for a custom field:
Each custom field should be entered as its own column in the CSV. You'll then enter the answer given by the participant/donor.
If you entered “email” for the “assignGiftDataType” column, you’ll need to obtain the integer ID of your peer-to-peer form to enter in the “form” column. You can find this by going to the control panel of your peer-to-peer form. You can find the ID by looking under the name of your form while on your form-level control panel. It is listed above your event name.
Here's an example of a CSV with entries ready for uploading. Line 1 shows a $500 verified cash donation that will go to a participant, who is identified by an email address. Line 2 shows a $100 verified cash donation that will go to a team, which is identified by its team ID. Line 3 shows a $200 verified check donation that will go toward the overall event - the donor also answered "yes" to a custom field with the reference "volunteer."
When you're ready to upload your CSV, click Choose Files to Upload or drag and drop a file from your computer into the area shown below.
If all donations are successfully imported, you'll receive a confirmation message. If you enter any incorrect information, you'll receive a message letting you know where the error(s) occurred.
The tool checks for duplicate entries based on the unique IDs you enter, so you can re-upload the same CSV once you've fixed any errors.
If you marked any of the donations as verified, they'll automatically be applied to the entity you indicated.
If you marked any donations as unverified, you'll need to verify them in the Constituents > Donors area of the form-level control panel for your event before they'll show up in fundraising thermometers.
Here's what the donations we uploaded in the example CSV look like in the Constituents > Donors area:
You can click the transaction ID in the table shown above to view custom field answers. We clicked the ID for Tash Halyard's donation -- you can see the answer to the custom field was uploaded correctly.
That's it! Your offline donations are now uploaded and can be viewed or edited at any time.