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

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

    • Click "Transactions" and then "Donations" in the left sidebar

    • Click "Upload CSV" at the top of the window

    • Click "Download CSV Sample Template" in the pop up window

    • 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.

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

    • 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