Learn how to upload a completed Bulk Donation form in this step-by-step guide. This help guide will demonstrate how to upload a complete Bulk Donation form in Neon Fundraise.
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Content
Instructions
After completing the donor information and entering the appropriate IDs to your Bulk Donation form, you can upload the form to Neon Fundraise.
Uploading Bulk Donations
- On the Campaign Dashboard, select the campaign name from the list.
- From the campaign page, select the Transactions tab.
- Select Upload CSV.
- The Upload CSV pop-up gives you the option to option your bulk donation form from your computer. Select the Browse button to locate the CSV file on your computer. Then select Upload.
Note: If you converted the CSV file into another excel format, you must convert it back to a CSV before uploading it to Neon Fundraise.
- You will receive a Success pop-up. If you receive an error message, review the message to indicate what information is missing and make corrections to your form. The donations page refreshes with a list of donations from your Bulk Donation form.
If a row has a red circle with a line through it in the Is Verified column, you will need to verify this information. To do so, select the checkmark next to the information you wish to verify. Then select the Mass Action dropdown, and select Verify Selected.
- Select Yes from the pop-up if you wish to proceed.