Our import tool helps you add transactions to Givebutter. Upload a comma-separated value file (CSV), copy and paste contacts from a spreadsheet like Microsoft Excel or Google Sheets, or type info directly into the import table.
Importing transactions will automatically create new contacts for you if our system can't match the data to an existing contact. To ensure your contacts merge properly, please use their Givebutter-generated Contact ID or confirm their email address or phone number matches what is already on file for that first and last name.
Imported transactions will appear in a contact's event timeline.
Preparing data for import 🧮
To upload your transactions successfully, your data needs to be formatted properly. Data formatting can be a time-consuming step, so we recommend using the template below to help you prepare that data.
Your file must contain the following columns:
Campaign Code – the six-digit ID code of an existing Givebutter campaign. (You can find this at the top of your campaign's edit page, above the Title.)
Or Campaign Title – the name of the campaign from your previous platform (the import will create a "shell" campaign in Givebutter with this name)
First Name + Last Name – two separate columns, both required
Or Contact ID – existing Givebutter contact ID, which can be found by running a contact export report. Transactions can be credited to company contacts, but this must be done using the Contact ID, not a company name.
Amount – amount donated, not including transaction or platform fees (must be a positive value, you cannot import refunded transactions)
Payment Method – choose from ACH, Card, Cash, Check, Digital Wallet, Paypal, Venmo, DAF, In Kind, Stock, Property, Other.
Transaction date – Defaults to your account's timezone.
Valid date formats include:
01/01/2023
2023-01-01
2023-01-01 12:00:00-05:00
2023-01-01 12:00:00 EST
Optional fields:
Campaign Team ID – credit an existing team (new teams will not be created if a record does not already exist)
Team Member ID – credit an existing team member (new team members will not be created if a record does not already exist)
To locate Team and Team Member IDs, export your Teams or Team Members. ID numbers can be found in the first column of these exports.
Fund Code – existing Givebutter campaigns/funds only
Platform Fee
Processing Fee
Fee Covered – cannot be more than Platform Fee + Processing Fee
External Label – name of the previous platform
External ID – unique identifier/customer ID from your previous platform
The External columns only work together. If you have one column with values, you must include the other for these to import correctly.
Acknowledged Date
Check Number and Check Deposit Date – only when payment method is check
Internal Note – limited to 255 characters
Employer
Email
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Country Code – code of the country (ie. USA), not area code
If one address field has a value, then all address fields must have a value. For example, if Country Code and ZIP Code have a value, then Address 1, City, and State must also contain a value. If you have incomplete addresses, you'll be prompted to correct invalid fields.
Dedication Type – In honor of, In memory of
Dedication Honoree Name – the name of the person the transaction is dedicated to
Dedication Recipient Name – the name of a person to add as a dedication recipient, such as the person themselves, a family member, etc.
Dedication Recipient Email – imported transactions will not trigger an email notification to the dedication recipient
Once you have completed formatting your data, save the file to your computer or download it as a CSV.
Uploading your data ⬆️
Select Transactions from the left sidebar on your Givebutter Dashboard.
Click Import, then select Transactions Import from the dropdown.
The importer will appear. To upload data from a spreadsheet file, click Upload file.
You can also optionally manually enter data, though importing via file upload is much faster.
Select the correct file from your computer. Supported file types include .csv, .tsv, .xls, .xlsx, .xml, and .txtfile. After selecting your file, data will automatically be extracted.
Click Import to import your data.
Select the Transactions sheet to add the data to this sheet, and click Continue.
Confirm mapping for your data. If Givebutter assigned your Incoming Field data to a Destination Field that isn't a match, click the dropdown arrow to assign your column to a different Givebutter field/attribute.
To get a detailed explanation of each data column, click Data checklist in the lefthand sidebar. This list includes each data column, the correct import format, and a description.
When you're done matching the data fields, click Continue in the upper right corner, and click Submit to import your transactions. The importer will begin processing.
You'll be notified by email when your import is complete.
Incomplete import files will be saved as Drafts in your dashboard.
Viewing imports 👀
In your dashboard, go to Settings, then click Imports. You'll see a list of your import history.
Failed import rows will be displayed here. You can download just the failed records by clicking the red icon next to the relevant import.
To download the import file, click the three dots [...] on the left side, and click Download File.
Click on any import to view details, including the type of import, number of rows, number of failed rows, the date of the import, and specific line items for each failed row.
Deleting imports ❌
If you make a mistake, you can delete entire imports from your account. This will remove all data from this import – proceed with caution. We cannot restore deleted import data.
In your Givebutter dashboard, navigate to Settings, and click Imports.
You'll see a list of all previous imports in the History section. Click the three dots [...] on the right side of the import you'd like to delete.
Click Delete imported transactions to delete this import.
You can also delete contact imports the same way!
You'll be given the option to additionally remove the contacts associated with the transaction import you're deleting. Click the checkbox to also remove the contacts from your account.
Click Delete Data to confirm the deletion.
Deleted imports will still appear in your account as Deleted.
FAQ 🤔
I'm importing an Excel file and the data doesn't look correct in the importer.
Excel has many formatting options for text or numbers. Make sure your data isn't formatted in any particular way that will be confusing for the system. 'General' is a good category to default to, if you can. Below is an example of a format that could cause issues:
