Update campaign fundraising thermometer row from uploaded CSV file
Update campaign fundraising thermometer row from uploaded CSV file
Your fundraising thermometer CSV uploads sit unprocessed, leaving pledge and actuals out of date for reports and outreach. Get current totals to campaign managers same day.
Overview
When CSV exports land in your shared folder, stale pledge totals slow decisions and outreach. This flow imports the CSV, excludes recurring or irrelevant files, and updates the thermometer summary row so campaign managers see refreshed totals the same day.