What are Donation Categories?
Donation Categories within the platform are essentially what you would call your fund designation list. It is the list that could be included on your form plus any additional metadata, like Fund ID, that you would like to report on.
These Donation Categories can be used with our Multi-Give form, and in combination with our V2 Multi-Give Features.
Previously, the only way to import or add Donation Categories to the platform was through a CSV upload. However, now you can use our integration with Google Sheets to manage your fund designation list and import it within the platform.
Google Sheet Fields
Our Google Sheets integration still require the same fields as a CSV import in order to import your fund designations into the platform, just with a few recommended adjustments from our team.
You can find a template with the required fields here, and these are what the required fields are:
Name: this is typically a platform configured value (KDC Value). The platform will create a unique Name value for the fund designation that is imported if a Name is not supplied. However, with Google Sheets we advise your team to create a name value for all of your funds that will be used by our platform.
The Name must follow a specific format: KDC- followed by 7 alphanumeric characters.
Ex: KDC-ART1122, KDC-PARK123, KDC-SCH1234, KDC-000011, etc.
Label: this is the fund designation name as it appears to your donors.
Parent Name: this is a feature of Donation Categories that allows you to categorize your fund designations under different Parent categories (Animals, Education, Health Care, Athletics, Environment, etc).
If your organization does use Parent-Child categorization for your fund designations, then this field will be left blank for the Parent but all of its Children should have the Name/KDC value of that Parent.
Active?: this is the flag for whether the fund designation should be active and populate on the form (True or False).
Sort Index: this allows you to provide the numeric order your fund designations will appear in.
If you have Parent-Child categorization, you'll need to add in a Sort Index value for the Parent group, and a separate Sort Index value for the Children within the Parents.
The above are the only fields that are required when importing the fund designations into the platform. If you have any additional metadata fields you would like to report on for the fund designations (like Fund ID), add the column label after Sort Index and provide the corresponding value.
Example Google Sheets for Donation Categories can be found here.
These examples include Parent-Child categorization and additional metadata for your fund designations.
Learn about filling out the Google Sheet for your fund designations and enabling it within the Platform in the next article.
If you have any questions about the required fields, please reach out to our team!