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Bulk Donations

Record multiple donations at once using the bulk donation feature, saving time when processing large batches of donations.

Donation Tracking

When to Use​

Use bulk donations when you need to:

  • Record donations from fundraising events
  • Import donations from spreadsheets
  • Process multiple donations quickly
  • Enter data from cash collection drives
  • Batch-process online donations
Time Saver

Bulk donations can save hours when processing event donations. Instead of creating donations one-by-one, enter all donations in a single form.

How to Use Bulk Donations​

  1. Go to Donations → Bulk Donations
  2. Click "Add Row" to add donation entries
  3. Fill in information for each donation:
    • Donor
    • Campaign
    • Amount
    • Date
    • Payment Type
  4. Validate all entries
  5. Click "Submit All"

Tips for Success​

Validation is Key

Always validate your entries before submitting. The system will highlight errors in red. Fix all errors before submitting to avoid data problems.

Best Practices:

  • Validate first: Check all entries for errors before submitting
  • Start small: Test with a few donations first
  • Duplicate rows: Use the duplicate feature for similar donations
  • Remove mistakes: Delete rows that contain errors
  • Double-check amounts: Verify all donation amounts are correct
  • Consistent campaigns: Make sure campaign names match exactly
  • Verify donors: Ensure donor names exist in the system
Batch Processing

Once validated and submitted, all donations will be created simultaneously. You'll receive a confirmation showing how many donations were successfully created.