Update donor monthly giving record from new spreadsheet row
Update donor monthly giving record from new spreadsheet row
Your spreadsheet donation rows often miss matched donor records, delaying reconciliation and monthly giving summaries. Keep donor totals and giving-month dates current so reconciliation and reporting happen same day.
Overview
When donation rows land in your sheet they often require manual matching and summing, which ties up finance and delays program reporting. This flow maps rows to donor profiles and updates monthly totals automatically so finance and coordinators can reconcile same day.