If you have a large batch of offline donations you'd like to add to a peer-to-peer campaign, you can use our handy Offline Donation Import Tool! With the import tool, you can assign offline donations to the campaign as a whole, to a participant, or to a team but not to a classification.

To get started, navigate to Donations Import, which can be found in the Data Tools area of your org-level control panel.

You'll land on the following screen, where you'll see you can upload offline transactions for standard donation forms and peer-to-peer forms. We'll focus on peer-to-peer transaction here. You can read about uploading offline donation form transactions here.

We've provided a CSV template so you can enter all of the necessary data. You can download the template by clicking Example Template shown in the image above or by downloading the file attached to this article.

You MUST follow the formatting rules for your offline donations to import correctly. You can view the rules by clicking CSV Format Guide.

A pop-up will appear that explains what each column in the template requires.

The CSV Format Guide lays out the requirements for each column of the CSV file, but here are some helpful hints for filling out your CSV, as well as some common mistakes to avoid.

Entries are case sensitive. For example, if you enter "ID" instead of "id” in the assignGiftDataType column, you'll receive an error message for that particular import row.

Speaking of the assignGiftDataType column (column Q), that column tells the assignGift column (column R) what kind of information it should be looking for. So in column Q, you’ll literally type “email,” “id” or “mappedData,” depending on whether you want to use email addresses, ID numbers, or mapped data info in the next column.

For example, let’s say you want to assign an offline gift to the campaign as a whole. In Column P, type “form” to indicate the form as a whole. In Column Q, type “id” to indicate the Campaign ID number, and in Column R, type the ID number, which can be found at the top of the form-level dashboard or on the Form Management page.

You’ll also need the Campaign ID if you entered “email” in Column Q (the assignGiftDataType column) because you’ll need to enter it in Column S (the form column).

You can find the Campaign ID by going to the form-level dashboard of your peer-to-peer form and looking under the name of your form. Or you can navigate to the Form Management page and look under the name of the form.

If you're uploading donations to a team, you'll need to have the team ID handy. You can locate a team's ID number by clicking Constituents > Teams in the form-level control panel. Each team's ID is located in the first column in the Teams table.

If you want to include custom fields in the CSV file, place the reporting label (that you entered when creating a custom field) as a column header. Here's where you can find the reporting label for a custom field:

Each custom field should be entered as its own column in the CSV. You'll then enter the answer given by the participant/donor.

Here's an example of a CSV row with an entry ready for uploading. The example shows a peer-to-peer donation of $100 paid by a check with a custom field for volunteer interest. This row has been split into two images for easier viewing.

When you're ready to upload your CSV file, click Choose Files to Upload or drag and drop a file from your computer into the area shown below.

If all donations are successfully imported, you'll receive a confirmation message. If you enter any incorrect information, you'll receive a message letting you know where the error(s) occurred.

The tool checks for duplicate entries based on the unique IDs you enter, so you can re-upload the same CSV once you've fixed any errors.

If you marked any of the donations as verified, they'll automatically be applied to the entity you indicated.

If you marked any donations as unverified, you'll need to verify them in the Constituents > Donors area of the form-level control panel for your campaign before they'll show up in campaign or participant fundraising thermometers.

Here's what the donations we uploaded in the example CSV look like in the Constituents > Donors area:

You can click the transaction ID in the table shown above to view custom field answers. We clicked the ID for Tash Halyard's donation -- you can see the answer to the custom field was uploaded correctly.

That's it! Your offline donations are now uploaded and can be viewed or edited at any time.