Adding checks, cash or wire donations

Importing other incoming donations 

While your DonorSecure donation page will capture your credit card donations, you'll also need to import your cash, checks, and wire donations that come in. This will help your organization have one truth — all transactions in one place. Importing is easy with our spreadsheet. Watch the video and follow the instructions below.

How to import checks and other donations

1. Click and make a copy of this spreadsheet for your records. You can reuse it for each future import.

2. Enter the information for your import in the spreadsheet. A little more about each column. 

• Reference ID — Check # or transaction ID. Make sure every row's reference ID is unique
• Payment method (Please use as formatted -- all lowercase)
  check
  cash
  wire
  ach
• First name and last name. If it's a company, please split between first and last name. Do not leave the cell blank. 
• Donor email. This must be a valid, working email. We recommend you acquire the donor's email so they can have a smooth donor experience on their donor dashboard. If you don't have an email for the donor, you can use your organization's generic email — info@ or donations@. 
• Created at — day the donation or transaction was received
• Donation total — Total donation given. Please don't use commas. 
• Investment total — This number is 0. Please make sure to add the 0 to every row you use.

3. Once you complete the spreadsheet and double check all details. Go to File > Download > .CSV (Comma-separated values)

4. Go to your DonorSecure dashboard and click on Donations. On the top right, click Import and upload the CSV. 

5. You'll be able to see the progress on the import tab (see left menu on DonorSecure) and see if any failed rows after 5 minutes. It will says X/X and if the numbers are the same (e.g. 2/2), it means all row went through successfully. You can click Show next to your import to see any failed rows.

6. You can see all imported donations under the Donations tab on the left menu after your import.