Change's Dashboard allows users to track, filter and export donation data. It simplifies donation management with clear insights and bulk upload options to streamline fundraising efforts.
Exporting Donation Activity
To export donation records, go to the Donations tab on the dashboard.
There are several ways you can filter and view the donations: Status, Grantee, Date and External ID
The statuses included are:
Pledged - Donations will be collected on next invoice
Scheduled - Donations will be sent out on nonprofit's next scheduled payout
Processing - Invoice is being processed
Payout sent - Invoice paid and donations have been sent to the nonprofit
Nonprofit notified - Nonprofit has been notified of payout and will need to add a payout method to accept funds
Invoice unpaid - Invoice has not yet been paid by merchant
Canceled - Donations were manually canceled
Blocked - Nonprofit went out of compliance
***External IDs are unique identifiers used by merchants on their end
Uploading batch donations
To manually upload donations in batches, go to the Donations tab on the dashboard and click on + Bulk upload.
From there, click on Open CSV template to create a file via Google Sheets to include all the donations you would like to upload.
Once you have filled out the template, save the file and upload onto the dashboard.
