1.Monitors new CSV files in folder
Integrate Dropbox, file storage tools, and CSV import systems to detect new campaign exports and pass file contents downstream.
Update fundraising dashboard row from CSV file upload
Automatically monitor new CSV files in Dropbox campaign folders across Dropbox. Create and update when qualifying campaign exports arrive, files pass filter, and sheet rows need refresh—so you can import line items, update your fundraising summary, and keep totals current without manual reporting.
How this automation refreshes fundraising totals
When new campaign CSV files land in Dropbox, delays can cause fundraising totals to go stale and impact reporting confidence. This automation filters qualifying exports and imports structured line items and updates your thermometer sheet—so your team can publish accurate impact reporting without chasing spreadsheets.
Dropboxor swap with your favorite app
2.Filters qualifying campaign exports
Integrate Filter by Zapier, campaign rules, and data validation checks to continue only for qualifying campaign exports and skip others.
Filter by Zapieror swap with your favorite app
3.Imports CSV and structures line items
Integrate Formatter by Zapier, CSV parsing tools, and mapping logic to import CSV rows and convert them into structured line items.
Formatter by Zapieror swap with your favorite app
4.Updates thermometer summary row
Integrate Google Sheets, spreadsheet row mapping, and reporting tables to update the configured summary row with campaign totals.
Google Sheetsor swap with your favorite app
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