You can manually add offline donations (like cash or check) to your donation website. To do this, go to Donation Website Dashboard>>Donations>>Manual.
Next, fill in the required information in the appropriate fields. If you have additional information (like address or date of birth), it will appear in your donor reports if you fill it in. However, it is not required.
The required fields are:
- First Name
- Last Name
- Donation Amount
- Donation Date
You can also select the donation level that the donation amount applies to, the donation designation, and the "On Behalf of" text and attribution:
If you are done adding donations, click Save Changes. You can add additional donations by clicking Add another manual donation at the bottom of the page.
The donations that you have already entered will move to the top of the page. Then you will be able to fill out the donation entry form again.
After you save the manual donations, you can view them in the Donation List (Donations>>Donation List). They will be reflected in your reporting and in your total amount raised toward your goal. They will also appear in the scrolling list of donors like any other donation would (if you have the scrolling list enabled).
Note: Donations with a donation date earlier than the start of your website will not reflect in the donation goal or donor list. But they will display in the donation report.
You can upload a CSV file of offline donations to your donation website. This makes it efficient to enter a large number of offline donations to your donation website.
First, you will need a CSV file with the data you would like to import.
Required fields for your CSV include:
Additional fields that you can import for your offline donations include:
Donor Zip Code
On behalf of designation (i.e. on behalf of, in honor of, etc.)
On behalf of name
External Reference ID