Import - Add payments to an existing form via import function / Ajouter des paiements à un formulaire existant via la fonction d'importation
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Tanya
I have an active form and I want to bulk upload payments I received on that form offline. When I import now, it created a new form.
J'ai un formulaire actif et je veux télécharger en masse les paiements que j'ai reçus sur ce formulaire hors ligne. Lors de l'importation, un nouveau formulaire a été créé.
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S
Sherry
It would be so much more efficient if historical payment records or collections could be imported directly into existing forms, rather than creating new ones each time! This simple change would reduce clutter, save time, and make managing payments way smoother for everyone. Definitely a game-changer!
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Nathalie
We also collect donations by automatic fund transfers/EFT and we get those numbers once a year. It would be ideal if when we did an import to Zeffy all donations would end up on the corresponding active form instead of creating an archived form
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RHHS
We just started using Zeffy. We have a large fundraiser campaign underway with various options to pay. Zeffy, Venmo, cash and check. We want to import our "non Zeffy" donations received to date so they could show within the progress of the campaign form. Separate totals would be fine. I'm constantly getting asked "how are we doing" and have to add up the totals from our different sources. Being able to have that all in the Zeffy dashboard would be huge for us. When I imported using the same form name, it just created a new form instead of associating the payments to the existing form that was already created. I also cannot tell which "new form" is tied to which set of imports easily.
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Menkashoo
This is instrumental when someone wants to migrate their historical data to Zeffy
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Michael
We just started using Zeffy. We have a large capital campaign underway that has been going on for over a year and wanted to import our donations received to date so they could show within the progress of the campaign form. When I imported using the same form name, it just created a new form instead of associating the payments to the existing form that was already created. Adding this feature would be hugely beneficial as it is very time intensive to enter each donation manually.
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Cori
This couldnt be more important to me. I have an event this weekend. We have a large cast & crew all who get comps. I now have to manually enter everyones comp one by one. This is HOURS of work for me so instead of just being easy. I may just go old school and do an excel sheet becuase who has time for this? For an event, we should be able to just manage it outside of PAYMENTS. This is PEOPLE we need to manage not $$.
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Jim Powell
This is one reason why I don't do bulk import ...it creates too many new forms. It would be nice if Zeffy could provide a template to make sure we include the correct data and have it added to the correct contact. These builk uploads (usually checks sent direct to me) should also be flagged as paid.