RallyBound allows administrators to add donations in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:

  1. Log in to your admin panel (at yourcampaign.com/admin)

  2. Click "Transactions" and then "Donations" in the left sidebar

  3. Click "Upload CSV" at the top of the window

  4. Click "Download CSV Sample Template" in the pop up window

  5. After the Sample Template downloads, open it in your spreadsheet program, and add new donations (with their information) to the spreadsheet*. Important: When editing/adding to the template, do not modify the first row.

  6. Once you've finished entering your data into the spreadsheet, save it as a CSV file

  7. Back in the admin panel > "Upload CSV" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".

 

 

* Below is the CSV template structure:

 

  • Donor Information

    • Donor ID (optional)

    • First Name

    • Last Name

    • Email

    • Donor Name To Display On Site (donor name override)

    • Address1

    • Address2

    • City

    • State

    • Zip

    • Country

    • Phone

  • Admin Comment (for donor) - admin notes on donor record

  • Donation Date

  • Donation Amount

  • Donation Type (General, Team or Member donation)

  • Donation to Member ID (ID of member)

  • Donation to Team ID (ID of team)

  • Donation to Goal ID (goal ID if known)

  • Payment Information

    • Payment Type (Check Cash OfflineCreditCard Wire or InKind)

    • Transaction ID (for OfflineCreditCard and Wire payments)

    • Check Number

  • Donation Settings
    • Donation Message (to display on site)

    • Donation Is Verified (true or false)

    • Donor's Name Is Anonymous (true or false)

    • Donation Amount Is Anonymous (true or false)

    • Donation Is Corporate Sponsorship (true or false)

    • Donation Is Pledge (true or false)

    • Admin Comment (for donation) - admin notes on donation record

    • Dont Sync (true or false) - sync to Salesforce

  • Any other custom field on donation