Simple Donations

In this guide, let us look at how to import simple donation data in Engage.

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When importing donations, you can import a donation along with other data types (accounts, sponsorships, feedbacks, pledges), but in this guide we will talk about simple donations only.

1. On a donation queue's detailed screen, click the Import Now option and choose the feed to upload the donation data into. Remember to choose a basic feed created for simple donations upload.

2. On the Upload CSV file to Feed screen, upload all the donation data that needs importing into Engage as a CSV file. You can also download the sample CSV file, which includes both mandatory and optional fields for reference.

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• These fields also depend on the field mapping setup in the CSV Account Feed. You can also check whether the options (selected options, filters) under the fields are correctly configured and your added details are in sync with the mapping.
• If you do not specify any field in the uploaded CSV file, Engage will use the field details from the Field Mapping section of the feed.

Let us have a look at each field and its description for clarity.

Field	Description
Account ID	Unique ID (reference number) dedicated to the account bringing in the donation and a mandatory field.
Donation ID	Unique ID (reference number) dedicated to a donation and a mandatory field. If accounts are included, then both donation and account ID can be the same.
Date	Date of when the donation was done and a mandatory field.
Type	Type of donation being imported, i.e. single donation or regular giving and a mandatory field.
Currency	Currency in which the donation's payment will be done and a mandatory field.
Amount	Amount dedicated to the donation and a mandatory field.
Allocation Type	Type of allocation (fund, sponsorship, feedback or pledge) related to the donation and a mandatory field.
Donation Item	Donation item related to the allocation type (fund) and a mandatory field in case a fund is selected for a donation, otherwise optional.
Fund Dimensions	Dimensions related to the allocation type (fund) which are location, theme and stipulation and a mandatory field in case a fund is selected for a donation, otherwise optional.
Channel Option and Percentage	Channel's name to which the donation will be attributed towards and percentage number (of how much percent the donation is attributed) and an optional field.
Payment Method	Type of payment method used for the donation and a mandatory field.
Tax Relief Donation Information	Information such the tax relief donation amount, currency, claim submitted on, etc. and are optional fields.

3. Each imported data via a feed is shown as a record in the Import Runs section under Info & Imports History. Number of records are created and tested on the basis of the number of rows within the uploaded data file. Imported records with a Processed status can be downloaded or reprocessed, if needed.

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Each donation imported can be searched and viewed via the different search functions available in Engage.