Viewing/Exporting Donation Activity
To export existing donation records via CSV, go to the Donations tab on the dashboard, and click on "Export."
Additionally, there are several ways you can filter and view the donations: Status, Date and External ID
Status indicates the current status of the payout
Date would be the date when the donation was issued
External IDs are unique identifiers used by merchants on their end
The statuses included are:
Pledged - Donations will be collected on next invoice
Invoice sent - The invoice has been sent for this donation
Invoice pending - The invoice has been paid for this donation, and Change is waiting to receive the funds
Payout Scheduled - Donations will be sent out on nonprofit's next scheduled payout date
Sent via bank transfer - This donation has been sent to the nonprofit by bank transfer
Sent via check - This donation has been sent to the nonprofit by check
Check cashed This donation has been received and cashed by the nonprofit
Nonprofit notified - Nonprofit has been notified of payout and will need to add a payout method to accept funds
Bulk upload donations
If you are manually logging donations, you may do so by clicking on +Bulk upload
A template is provided to insert your donations, which you can then export as a CSV
You will then upload the CSV file back onto the platform and click on Upload donations
Note: If you are interested in logging donations automatically via API, please contact support@getchange.io.