First things first
It's important to note that importing donations into Salsa Engage requires existing supporter records with either the Email field or External ID field populated. For example, if you have a list of offline donations that you need to import and none of the supporters who gave are listed in your account, then the donation import will not create supporter records. To find out how to create supporter records that you can then attach donations to via import, follow the instructions outlined here.
Finding the Import Tools
To find the Donations import tool, first navigate to the Donations section, and then click on the Manage Imports tab. This page will list your current and completed imports, and allow you to create a new import so you can add donations to your list.
NOTE: The format of your file needs to be a comma separated value (.csv). We'll discuss how to create this further down the page.
Import into these fields
You can import into any of these Standard Donation Fields:
- Donation Amount
- Donation Date
- Donation Fund Code
- Donation Fund Name
- Donation Type
- Donation Was Offline
- Supporter Email
- Supporter External ID
- Transaction ID
There are no Custom Field options for Donations imports.
Format Your File
- Remove commas from all fields - Since you'll be importing a comma separated .csv file (see below), leaving commas in your data will tell Salsa to start a new donation record. That would be bad.
- Remove line breaks from all fields - You can use the CLEAN function in Microsoft Excel to remove them.
- Format date cells in the format MM/DD/YYYY or YYYY-MM-DD - Highlight any date values, right click, select Format, and then format your date cells as shown in this example.
NOTE: A sample .csv file is linked at the bottom of this page.
The final step before importing: Save as .csv file
Your Excel file must be saved as Comma Separated Value (.csv). The steps for converting your Excel file to these file types vary slightly depending on the type of computer you're using, or the application you're using on Mac or PC platforms.
IMPORTANT: Never import an Excel (.xls) file type as that will cause your data to be corrupted, and will result in many errors.
Since .csv is the more common method, here's how you convert an Excel file to a .csv file. First go to File/Save As in your Excel menu...
then click on "Format" and select Comma Separated Values (.csv) from the dropdown list.