You can import donations (Donorfy calls them Transactions) using Donorfy’s Data Preparation Template. This template is available to download within Data Management > File Upload
Prior to downloading the template ensure you refresh it by clicking on Update Template. We advise deleting out the tabs in the spreadsheet that you are not going to use, thus leaving just the Donations tab in this instance.
When uploading donations there is a minimum set of requirements for importing Transactions:
Within Donorfy the following items are required to be present and active to enable the file to match to Donorfy:
- Payment Method
Adding data to the Data Preparation Template
Match to your Donorfy constituents:
Provide the means for Donorfy to attempt to match to an existing constituent.
- The minimum is the email address, but can also include:
- the Donorfy constituent number
- the external key
- phone number
Donorfy will try and find a match by each item in the order given above - e.g. if a match is found by email address then items lower down the list (e.g. phone number) will not be checked.
Please note that if Donorfy matches on a constituent number but the existing constituent uses a different email address, Donorfy will not match to the existing constituent and will create a new constituent. You can merge the duplicate as required.
Adding new constituents:
If your file potentially contains new constituents, your file needs to provide enough information for Donorfy to create a new constituent record, as well as the donation.
1. Constituent Type (e.g. Individual)
2. Email address (which you will have provided any way for matching purposes
3. And then you will probably have other information to map, including names, address etc.
The minimal details you will need for a donation to be added is as follows:
- Date Paid
- Payment Method
- Exclude from Gift Aid Claim
You can add further information to the spreadsheet as required.
Save As your file with a name that will distinguish it within the upload list e.g. Donation Upload_Summer Appeal 2018_01082018.xlsx
Upload your spreadsheet by dragging and dropping it into the File Upload area (shaded upload area). The status of the Upload will be shown in the Files uploaded in the last 30 days area
Once the file has completed the uploading and matching, download the file so you can verify the upload.
Sample data showing match status and action in the downloaded spreadsheet.
Assuming all went well, you can click on the Apply Changes button. If all want well and there are errors in the file, see this article for file exceptions.
Once completed the status will show as 'This file has been applied and the transactions added to the constituent timeline.'