Importing donations into Raise More helps maintain a complete and accurate fundraising history, especially when data has to come from external tools. This ensures that all donor activity is recorded in one place, giving you better visibility into giving patterns and campaign performance. Consistent records also make it easier to generate reports, recognize returning donors, and plan future outreach. A reliable import process also reduces manual data entry and the risk of errors. Instead of entering each donation individually, users can bring in large batches of data quickly and efficiently.
There are two methods using which you can import donations into Raise More as follows:
1. By importing donations data from a spreadsheet
2. Through ActBlue Sync
How to import donations records from a spreadsheet?
Spreadsheets are a common format for managing donation records, and Raise More makes it simple to import this data into the platform. The process is designed to be quick and user-friendly, allowing users to upload spreadsheet files and map the relevant fields without any hassle. This helps ensure that donation information is added accurately and efficiently. Follow the steps below to complete the import.
1. One the main dashboard, hover the cursor over to Import & Export and click Import
2. Click the Donations radio button
3. Click the blue Next step button
4. A pop-up window will appear, allowing you to upload a spreadsheet
5. Click the + sign or anywhere near it to select a spreadsheet
6. A popup window will appear asking you to select a supported file
7. Browse to the file and click Open
8. The system will populate records and show a brief preview of the imported data
9. If everything looks fine, click the blue Next Step button
10. The review window shows all the imported values and highlights issues in red, if any
11. Click the blue Approve & Start Import button in the right bottom
12. The system will start importing donation records (depending on the number of records, the process can take some time to complete)
Which fields are mandatory when importing donations from a spreadsheet?
Raise More can import data from over 90 columns. Although it’s a good practice to include as much relevant donation information as possible, only four fields are compulsory for a successful import. The rest of the fields are optional, including many custom fields which you can specify according to your own requirements. Mandatory fields include:
Date
Amount
Donor First Name
Donor Last Name
If any of the mandatory fields is empty, Raise More will highlight the missing values in red during the review process. You can either fill in the missing details in the spreadsheet and upload again or manually change these values in the review screen. You can also export rows containing errors or missing information to Excel for further review by clicking Export -> Export error rows to Excel from the review window.
Tip: If you don’t see your imported donation records in the Donations page, it might be because a corrupted or invalid format spreadsheet was uploaded when importing. If that happens, try uploading the file from a different device or another version of Excel. You can also download a sample Excel file from the upload screen by clicking the blue Download Excel template button.
How to import donations records using ActBlue Sync?
Raise More can automatically pull donation records from ActBlue, making the whole process seamless and hassle-free. To configure automatic and continuous import of donation records from ActBlue, please refer to the ActBlue integration guide. The option can be accessed by hovering the cursor over Import & Export in the left pane and clicking ActBlue Integration.