Adding Offline Donations Manually or in Bulk

Donations received offline can be manually added to both the broader campaign and to individual and group profiles to reflect the entire total achieved.

Add an offline donation to the campaign 🔗

To add an offline donation to the overall campaign total, go to the "Donations" tab in your left sidebar inside your campaign. Click "Create Donation".

A window will appear, enter in the details of your donation and click "Save Donation"

Add an offline donation to a fundraising profile 🔗

To add an offline donation to a specific fundraising profile (team or individual) go to the "Profiles" tab in your left sidebar, inside your campaign.

Find the profile you'd like to add the donation to and click into it. Click the + icon under the Recent Donations 

A window will appear, enter in the details of your donation and click "Save Donation".

Bulk Importing Offline Donations

If you'd like to import historical donation data and assign them to a campaign or to profiles within a campaign, Raisely can help to support with this process. After the offline donations have been imported, you can resend receipts and send messages to these donors from within Raisely. The entire process generally takes between 5 to 7 business days, once we've received the CSV File template and the data has been verified. Here are the steps to process this import:

Step 1: Fill up the One-Off Donation Import Template

To start, you'll want to download the One-Off Donation Import Template. Within the file, you'll want to take note of the following: 

• The email field is mandatory and must be unique for each donor. If you do not have the email address, you can use a placeholder for each donor (e.g. donor1@noemail.com, donor2@noemail.com). This will allow you to replace the donor's email address in the future. This is required for the import as importing the donations also creates a user record for the Donors within your Raisely Database
• The Donation Date, Donation Time and Donation Time Zone fields need to be filled up in the exact format you see within the file
• Donation Amount should be in dollars
• If the donations are going to a specific profile within the campaign, be sure to indicate the name of the profile within the CSV file. If the donations are going to the campaign, you can leave the profile field blank

Step 2: Create the Campaign (and Profiles if relevant)

While filling up the CSV file, you will need the campaign name(s) and also the fundraiser profile names if the donations are being assigned to specific fundraiser profiles. You'll want to be sure that you've created each campaign first and also the fundraiser profiles. You can do a bulk import of fundraiser profiles if necessary. 

Step 3: (Optional) Add a Payment Account and Set it to Active

If you intend to use the campaign to receive online donations, you'll want to connect your payment account and set it to active prior to the import. This will ensure that your imported offline donations and your future online donations can all be seen within the same dashboard. 

For more details, you can read our article on Setting Up Payments: The Basics.