1.New file in folder
Integrate Dropbox and storage workflows to detect incoming one-time gift CSV files and start processing for pledge totals.
Update annual giving campaign pledge totals in spreadsheet
Automatically monitor one-time gift CSV uploads across Dropbox and route only qualifying exports through Zapier and Google Sheets. Create and update campaign pledge totals when new CSV file drops, year-specific export appears, or one-time gift export uploadsβso you can filter, import, and reconcile totals without manual paperwork.
How this automation updates your pledge totals
When new files appear in a Dropbox folder, delays can lead to out of date pledge reporting and avoidable reconciliation work. This automation filters qualifying exports, imports CSV pledge fields, and updates your Google Sheets totalsβso your team can report accurately.
Dropboxor swap with your favorite app
2.Continue only for qualifying files
Integrate Filter by Zapier and CSV file rules to allow only year-specific one-time gift exports and skip recurring files.
Filter by Zapieror swap with your favorite app
3.Import CSV and map fields
Integrate Formatter by Zapier and CSV import tools to parse the file and map campaign identifier, pledge, and actual pledged fields.
Formatter by Zapieror swap with your favorite app
4.Update campaign row
Integrate Google Sheets and spreadsheet mapping tools to update or create rows and overwrite pledge and actual pledged totals.
Google Sheetsor swap with your favorite app
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Step 1
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Step 2
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Step 3
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