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Label | Description |
|---|---|
Credit To | Ability to select where the Transaction/Donation will be added to. It could be to a specific Fundraiser Page or just a regular donation to the site. |
Amount | Dollar Amount to be donated |
Type | Select the form of payment if its Cash, Check or Wire Transfer |
Gift Date | Able to select the date of when the transaction occurred. |
Donor Information | This would be the Supporter Fields or the Information about the donor. |
Comment | Any internal comments or details about the transaction could be added in the space. |
Anonymous Donation | Able to check/uncheck if the transaction will be labeled as anonymous. |
Adding Bulk Offline Transactions
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You can import a Bulk Offline Gift directly to the site from the Donation Block. Simply click on the Bulk Upload Offline Gifts button and a pop-up window will reflect with information on how to import your offline transactions/gifts. Donations can be attributed to a site, team or individual based on Page ID, with fallback option of email address for fundraisers and teams. You just need to follow the guide given to ensure you import the correct information needed without running into any issue/error during the import:
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Here is a quick guide of what to expect on the Template CSV:
CSV Header | Details | Expected Values / Format |
Page ID | If present, overrides Supporter Email Address |
|
Credit To |
| Fundraiser, Team or Site |
Supporter Email Address | Required if no page id is present and Credit To = Fundraiser or Team |
|
Transaction ID | Required |
|
Transaction Date/Time | Required | YYYY-MM-DD HH:MM:SS |
Amount | Required |
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Currency | Required |
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Payment Type | Required |
|
Made in Honor |
| Y | N |
Honoree Name | String if Y in Made in Honor |
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Appeal Code |
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Tracking |
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External Reference 6 |
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External Reference 7 |
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External Reference 8 |
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External Reference 9 |
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External Reference 10 |
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Donor First Name | Required |
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Donor Last Name | Required |
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Donor Email | Required |
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Donor Address 1 |
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Donor Address 2 |
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Donor City |
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Donor State |
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Donor Postal Code |
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Donor Country |
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Comment |
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Anonymous Donation |
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Donor Origin Source |
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Check the file for the following characters that can cause the upload to fail: pipe (|), double quotes (“), backslash (\), exclamation mark (!) .