Neon One Help Center home page
Neon One Help Center home page
support

Articles in this section

Upload Offline Donations in Bulk

Last updated

Neon Fundraise allows administrators to add donations in bulk, by uploading a CSV file created from our sample template to the admin panel. To do so, follow these steps:

  1. Log into the Admin at https://app.neonsso.com/
  2. Navigate to the campaign on which to upload your donations
  3. Click the "Transactions" tab
  4. Click "Donations" in the left sidebar
  5. Click "Upload CSV" at the top of the window
  6. Click "Download CSV Sample Template" in the pop up window. You will fill out the columns in this sample template to upload the conations. 
  7. 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. See the details on which columns are required below.
  8. Once you've finished entering your data into the spreadsheet, save it as a CSV file
  9. Back in the Admin > "Upload CSV" pop up window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
  10. 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. 

 

Required columns: below are a list of columns in the CSV Sample Template that are required to fill out for a successful upload

  • Donor's name or company name
  • Donation Date: Defaults to today's date if left blank
  • Donation Amount
  • Donation Type (General, Team or Member)
  • Donation to Member ID: Required if Donation Type is Member
  • Donation to Team ID: Required if Donation Type is Team
  • Payment Type (Check, Cash, OfflineCreditCard, Wire or InKind)
  • Donation Is Verified (true or false): Defaults to TRUE. Unless the donation requires verification, list TRUE in this column. 

Donation CSV Template Structure

Below is a list of columns included in the CSV template:

Donor Information

  • Donor ID (optional)
  • Donor's First Name 
  • Donor's Last Name
  • Donor's Company Name
  • Donor's Email
  • Donor Name To Display On Site (donor name override)
  • Donor's Address1
  • Donor's Address2
  • Donor's City
  • Donor's State
  • Donor's Zip
  • Donor's Country
  • Donor's Phone

  • Admin Comment (for donor): admin notes on donor record

Donation Information

  • 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 fields on donations in this campaign