Create donation records from new donor spreadsheet rows
Create donation records from new donor spreadsheet rows
Your donation spreadsheet rows require manual lookups into the donor database and delay gift processing. This creates donation records automatically so acknowledgements and reconciliation occur same day.
Overview
When donation rows pile up, gift processing and acknowledgements lag and reconciliation becomes painful. This flow converts new spreadsheet entries into donor transactions and highlights exceptions so development and finance teams can acknowledge gifts and reconcile receipts the same day.