The Accelerate Plan allows organizations to import offline donations on Mightycause.
To import a list of offline donations, on your left-hand side dashboard head over to "Reports."
A submenu will open up, select "Offline Donations."
Once in Offline Donations, select "Import Offline Donations."
A pop up will open up, select "Mightycause data template" to review how your .csv file should be set up in order to import your offline donations. Once you are finished setting up your file to the correct parameters, upload your file using "Select a file."
Importing Offline Donations
If you are importing offline donations, we support list importing via a CSV (comma separated value) file. We recommend using a spreadsheet program like Microsoft Excel or Google Sheets to create and edit your import file. You can download a sample import file directly from your organization dashboard.
Here are a few tips to help you with importing your file:
- All fields headings listed in row 1 of the sample CSV file must remain intact and unaltered. Changing these columns headings will cause your import to fail.
- Fields in the table below are marked if required. Any non-required field can be left blank and will not remove or change any existing offline donations.
- The imported file must match and conform to the requirements stated below in the field list.
Donor Visibility: All offline donations will be imported with the donor name and amount publicly hidden unless specifically marked otherwise in the import file.
| Field | Required | Notes |
|---|---|---|
| DateTime | Yes |
Recommended format is "mm/dd/yyyy hh:mm AM/PM". ie. 10/14/2019 07:30:00 PM If timestamp is in a Giving Event period, transaction will be associated with that event. Please note, time will be considered in |
| External Transaction Tracking ID | No | Can be used for reporting / tracking purposes. 255 character limit. |
| First Name | Yes | First name of the user |
| Last Name | No | Last name of the user |
| no | must be a valid email address | |
| Payment Method Type | Yes |
Must be a valid source. Source types: Cash, Check, EFT / Wire, Corporate, Sponsorship, Match, In-Kind, Securities, Facebook, PayPal, Credit Card, Batch, Donor Advised Fund, Other |
| Address1 |
No |
|
| Address2 | No | |
| City | No | |
| State | No | 2 character format for US states |
| Postal Code | No | |
| Country | No | US or USA accepted. All other countries should be ISO 2 character format. |
| Publicly Hide Name | No | Yes or No. Default is Yes if left blank. |
| Publicly Hide Amount | No | Yes or No. Default is Yes if left blank. |
| Donation Amount | Yes | Amount contributed by donor in dollars. |
| Designation | No | Text string up to 255 characters. Will be reported in designation column to the organization donation report. |
| Dedication Type | No | Values can be "In memory of" or "In honor of". |
| Dedication Name | No | The name of the person to whom the dedication is addressed. |
| Fundraiser URL | No | The URL of the Fundraiser Page. |
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