Add Multiple Donors Via Excel Import

Before Starting

In certain cases, you may want to add multiple donors simultaneously. This allows you to import the donation history from previous periods and add donors en masse to save time.

Importing adds a donation to an existing contact or one created during the import. It does not allow mass modification of the donation information already saved in the software (re-import).  

Also, if you haven't created a donation campaign yet, read this article to see how to create one. 

This article covers the following topics: 

• Go to the import page
• Import donors from excel
• Generate tax receipts for imported donations

Go to the donor import page

1. Go to the donation campaign to which you want to add them. 

2. Click on +options.

3. Select  "Import multiple participants for a campaign"

4. Confirm. 

At the end of the import, the donors will be added to the campaign and your Contacts if they weren't already.  

Import donors from an Excel file

Preparing the import 

Just like when importing members, it is recommended to use the Excel file provided as an example to avoid errors related to the cell formatting. It can be downloaded from the first part of the file import procedure. 

• The donation amount
• The payment method
• The date of the donation

Copy/paste the donations into the software.

Once the Excel is filled in with the values corresponding to your donations, copy them, including the column headers. This allows it to correspond with the fields defined in the software.  

Then paste these values into your platform's second section of the file upload page.   

Field Identification

Then you can verify the correspondence between the fields defined in the software (on the left) and the values for each column header in your Excel file (on the right). 

For example, the fields Amount, Payment method, and Transaction date will display the donation information in the list of registrants once the import is done. 

Final check before import

You will then have the opportunity to correct the identified errors before importing by directly modifying the values in the red cells. 

This step also allows you to choose between the following: 

• Update the information of an existing member, 
• Add the member to the community if they are not already recognized among the current members, 
• Ignore the member and do not add/update their information.
   

Finalize the import

That last step offers two possibilities:

• add imported donors to existing groups: tick the "Groups" box and select the group(s) you want to add members to,
• generate tax receipts: if tax receipts are enabled on your platform and if mandatory information is provided (name and address) on your imported file (see next section for more information).

The donation information you imported will then be available in the member's profile, and you can find these members by filtering your contact list.

All members would be added to all selected groups. If you want to distribute the donors among different groups (for example, 5 in one group and 10 in another one), segment the Excel file accordingly and perform one import per group.

If tax receipts are enabled on a platform:

When an admin prepares an import of donations, they can select the option "Generate tax receipts when mandatory information is provided (donor's name and address)." They may also choose to send the tax receipt via email to each donor.

After clicking "Import," tax receipts are only generated if the admin has provided all mandatory information, which for US donations includes the donor's name and address.

Springly does not verify if mandatory fields are filled before importing, so if any required information is missing, we cannot issue a tax receipt.
Admins cannot issue tax receipts in bulk after importing, except by manually issuing them for each donation.