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Import a CSV file

For gifts from any platform without a direct connection: PayPal, Stripe, Give Lively, a bank export, or your old donor spreadsheet.

Steps

  1. Export the gifts from the other platform as a CSV file. Up to 5 MB per file; split a long history into date ranges.
  2. Open Extensions > Tidyfield Donor Sync > Import a CSV file, or Import a CSV file in the sidebar.
  3. Choose the file. Donor Sync suggests which column is the date, the amount, the email and so on, and shows a preview.
  4. Check the source name (it appears in the Source column, for example "PayPal"), the date order, the currency and the decimal style. Fix any column choice in the list.
  5. Click Import. The reports update when it finishes.

Good to know

  • No duplicates. Importing the same file again updates the same rows. With a gift ID column, matching uses the ID; without one, it uses the whole row.
  • Remembered columns. Your column choices are saved for files with the same headers, so next month's export imports in two clicks.
  • Dates. Day/month/year or month/day/year is detected from the file. When every date could be read either way, Donor Sync uses your spreadsheet's locale and asks you to check.
  • Amounts. "1,234.56", "1.234,56 €", "$40" and "40 USD" all work. Rows without a readable date or amount are skipped and listed so you can fix them.
  • Statuses. Words like Completed, Refunded or Pending are understood; refunded and failed gifts are not counted in reports.
  • Do not import a connected platform's CSV. If Zeffy, Givebutter or Donorbox is connected, its gifts already sync; importing its CSV too would count them twice.
  • To remove an import, open Sources, find it under "Any other platform" and click Delete.