Step 1: Open Giving
Go to Contributions → Giving
At the top, click Add giving
Select Import giving
Step 2: Prepare Your File
Gracely supports:
CSV (.csv)
Excel (.xlsx)
Inside the Import Giving modal, you can click Download sample template to get the correct structure.
Step 3: Upload Your File
In the Import Giving modal, click Click to upload or drag and drop
Select your file (.csv or .xlsx)
Click Next
Step 4: Map Your Columns
Gracely will automatically detect your file columns and try to match them with giving fields.
You can review and adjust each mapping before importing.
Common fields you can import
Donor Name
Email
Amount
Date
Fund Name
Payment Method
Check Number / Note
Batch Date
Tax Deductible
Frequency
When everything looks correct, click Next.
Step 5: Match Your Funds
Gracely will scan your file and detect all fund names.
You will then choose what to do with each fund:
Match to an existing fund
Create a new fund
You can also mark funds as Non-deductible when needed.
When ready, click Import.
After Importing
Once your import is complete:
All giving records will appear in your Giving list
Each donation will be assigned to the correct fund
You can filter giving by year, method, donor, and fund
Imported giving will be included in reporting and tax statements
Tips for a Smooth Import
Use Email when possible (best way to match donors correctly)
Make sure dates are formatted consistently
If you are importing fund names, double-check spelling (ex: “Building Fund” vs “Building Funds”)
Need Help?
If your file is not importing correctly, contact our support team and we’ll help you prepare it.