Allow bulk-uploading of offline donations (with or without receipts).

We often have groups coming to us with lists of employee donors who have contributed to a fundraiser outside of CSRconnect. They often ask that we bulk-upload these offline donations similarly to how we can bulk-add participants to volunteer events.

  • Mike Flatt
  • Nov 22 2022
  • Already exists
Peer - to - Peer Fundraising
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  • Mike Flatt commented
    November 30, 2022 22:42

    Fantastic; thank you Chris!

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  • Admin
    Chris Mathew commented
    November 30, 2022 22:19

    Hi Mike, thanks for your submission. There is a tool that is available for our CSMs to bulk import pledges which include offline. If you can get with your CSM on this effort, they should be able to guide you on the import process and train you on the tool.

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