Update annual campaign pledge sheet from donor CSV files
Update annual campaign pledge sheet from donor CSV files
Your annual pledge CSV files landing in a shared folder leave pledge totals stale and force manual imports. Keep the campaign pledge worksheet current and reporting-ready within minutes.
Overview
When donor CSV exports sit in a folder unprocessed, campaign managers lack up-to-date pledge totals and reporting stalls. This workflow ingests those CSVs and updates your campaign summary row automatically, giving fundraising and marketing teams reporting-ready totals within minutes.