Zeffy to Google Sheets
Copy every Zeffy payment into a Google Sheet automatically, with refunds kept up to date, donors merged across platforms and retention reports built in.
The manual way
Zeffy lets you export your payments to a file that you can paste into Google Sheets. You then remove duplicates by hand, fix refunded payments, and rebuild your totals.
It works once. Then next month you export again, paste again, fix the duplicates again, and redo the formulas.
The automatic way
- Make your copy of Tidyfield Donor Sync (free for 14 days).
- Paste your Zeffy API key in the sidebar. How to get it.
- Click Sync now, and turn on automatic sync: every hour, every 6 hours or daily.
Every gift lands in one Gifts tab with fees, net amount, status, campaign and donor details. Refunds update the original row. Donors are merged with your other platforms, and the Dashboard, Donors, Appeal lists and Statements tabs rebuild after each sync.
What comes across from Zeffy
- Payments for donation forms, events, memberships and shop items, with type, campaign and status
- Refunds, partial refunds and disputes
- Donor names, emails, addresses, and phone numbers from Zeffy contacts
- Campaign goals