Import/upload Contact Transaction/Donation History | Voters

Import/upload Contact Transaction/Donation History

complete

Sonali Ratnasinghe

Provide a way to upload a previous transaction history to a Contact Record for donations made prior to using Givebutter

Created by Kait Cogswell

November 8, 2021

Jesse Saldana

marked this post as

complete

We have just released the ability to Import Transactions! Thank you all for your feedback on this functionality.

You can learn more on our Transaction Import Changelog post: https://community.givebutter.com/changelog/transaction-imports

Matthew Shaw

Jesse Saldana: Awesome!

Matthew Kearney

Jesse Saldana: Hello Jesse, I see that the import transaction feature is available, but the feature is not working on my platform. As I click the "New Import" button, nothing is happening.

Jesse Saldana

Matthew Kearney: Hi Matthew, I'm sorry to hear that. I was able to load the Import interface on my end, so am unsure why it is not loading for you.

I'd recommend that you reach out to our Customer Support team via chat or email: https://givebutter.com/contact to troubleshoot further.

Suzanne Hall

Great news! I’ll stay tuned. Give Butter Gives Better!

Jesse Saldana

Thanks for your patience as we've finalized this work. We are truly in the home stretch and preparing to release this work in the coming days. Once we do, I will update this post, share a changelog and link out to our help center articles.

Kristie LaRocca

Jesse Saldana: Hi Jess, this is honestly the only feature holding us back from signing up. Do you think it would up and running by the end of January? Thank you!

Jesse Saldana

Kristie LaRocca: Yes, it will! We'll be releasing this by the end of the week. You'll receive a notification once I update this post as completed.

Monica Vandeventer

This is the only thing holding me back from switching all my clients and making this my go to fundraising tool. Please prioritize this. Other features are great, but this makes the whole platform unusable for most of my clients.

Richard Young

Is there any update on this feature? Excited about all the new stuff rolling out, but this is a must to be able to really fully switch to GB.

Rose Jellyfish

When is this new feature expected?

Linda Ianelli - Children's Aid Club

Tonya Ricks

This feature would make Givebutter the "GO TO" fundraising platform for all non-profits! Please make this available.

Jesse Saldana

marked this post as

in progress

Thank you all for the upvotes and comments on this. This work is currently in progress.

We'll update this post once this feature is launched!

Emily Kemmann

Jesse Saldana: With the end of the year approaching, it would be very helpful to know the timing of when you expect to launch this feature.

Stephanie Olson

Emily Kemmann: Yes! I am really needing something soon before we have to send out receipts. Jesse Saldana, any guess as when it will be done?

Jared Dorsch

Jesse Saldana: We are really looking forward to being able to manually add transitions with the dates they came in. This is a key feature for us. Do you have a time frame when this will available?

Jesse Saldana

Jared Dorsch: Thank you all for your patience and interest. We are close to getting this released and you all will be the first to know. We added some additional scope to add some additional features in late December which added a little bit of development time.

Cory Klose

THIS 👏 THIS 👏 THIS 👏

Britta von Gadow

I agree, this would be so beneficial!

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