The Advanced 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 file to get started.
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 data if updating data.
- We recommend running your import with the “Update Data” option turned off to test your import. This will create new records and tell you if you records exiting in the system. We are not able to reverse an import after it has been completed so its vital to double check your data.
- 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 publicly hidden.
|No||Must be a valid email address|
|Source||Yes||Must be a valid source
Source types: Cash, Check, EFT / Wire, Corporate, Sponsorship, Match, In-Kind, Securities, Facebook, PayPal, Credit Card, Batch, Other
|Amount||Yes||Must be listed in a number format, ie. 10|
|Date||Yes||Date and time must be formatted to
ie. 10/14/2019 07:30:00 PM
Please note, time will be considered in
If a time is not specified it will automatically be set to midnight