Update annual giving campaign pledge totals in spreadsheet
Update annual giving campaign pledge totals in spreadsheet
Your one-time gift CSVs landing in cloud storage delay pledge reconciliation and donor follow-up. It posts updated pledge and payment totals to your campaign sheet for same-day reconciliation.
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Overview
When gift export files sit unprocessed in cloud storage, reconciliation and donor follow-up fall behind and require manual work. This flow ingests and filters one-time gift CSVs and writes pledge and payment totals to your campaign sheet so fundraising staff can reconcile and reach donors the same day.