Find the Tools
To create your import, first navigate to the Donations section, and then click on the Manage Imports tab. On this page, click the "+ Import List of Donations" button.
Name and describe your import
Under the Setup heading, you'll notice that your first step is to give your import a name. This is a required step. Optionally, you can describe the particular import for future reference in the Add a description field.
Next, click the "Browse for File" button. If the button is grey (as shown in the image below), it means you've not yet given the import a name. Once you do, the button turns blue:
NOTE: As mentioned in the previous document called Donation Imports Step 1, you'll want to make sure you have your file formatted for import correctly. That page also includes a sample .csv file that you can use for your importing needs.
Once you've selected your file from your computer, you'll either see a blue bar telling you the import has been successfully added for field matching, or you'll receive an error message in red.
If you get an error message, go back to your file and correct any errors. If you need help, remember you can submit a support request via the "?" icon in the upper right-hand corner If you have a "Done!" message, you can select the "Next: Import Settings" button in the lower right-hand corner.
You'll notice that you can chose a different file if you picked the wrong one. The "Browse for File" button changes to a "Upload a different file" button, as shown above. The cogwheel icon in the lower left-hand corner gives you the opportunity to delete the import entirely from your account.
When matching donation fields, start by select the row in your imported file on which "real" data actually begins. Usually, our imported file will have a header row and the "real" data begins on row 2.
The column contents and names from your spreadsheet are on the left and field names are on the right. Select the field names where your spreadsheet information should go.
Salsa can sometimes match your columns, but you can use the pulldown menus to match to the appropriate fields. If you do not wish to import a particular column, simply select "Do not Import".
NOTE: Custom Fields are not possible with Donation imports as they are Supporter imports.
Once you're done matching your fields, you can select the "Next: Import Settings" button:
Decide what to do with duplicate records
- Decide how to identify duplicates: By default, Salsa will look at the email field to identify any duplicate records. When this field is selected, Salsa will cross-reference the values in the email column of your spreadsheet with the emails of existing Supporter Email addresses or Supporter External IDs in your account. If you're importing a donation with the same email as a supporter that already exists in your database, they will be identified as duplicates. We recommend email, but you may choose another value to identify duplicates for this import.
- Decide what to do when duplicates are found:
- Overwrite with new data - This is the default setting. The data in the spreadsheet will "win" if it conflicts with existing data in your database.
- Keep existing, but append if blank - The data in your database will "win" if it conflicts with new data in your spreadsheet.
Start the Import!
You can import this document immediately, or schedule it for later as show here:
Click the "I'm Done" button in the lower left-hand corner, and the import will either begin immediately or be submitted to the queue to import at the selected time:
When your import is complete, you'll get a notification in the User Toolbar.