Importing transactions from CSV

Open GiveBlocks > Import CSV.

CSV import adds historical records to GiveBlocks. It does not create or charge a Stripe payment.

Import workflow #

1. Choose a CSV file.
2. Select Donation or Ticket sale.
3. Select the matching campaign/event.
4. Choose how an existing Order ID should be handled.
5. Select Upload and Match Columns.
6. Map the CSV columns.
7. Review the sample.
8. Select Confirm and Import.
9. Review created, updated, skipped, and error counts.

Mappable fields #

No mapping field is mandatory. Available fields are:

• Order ID
• Full name
• First name
• Last name
• Email
• Amount
• Fee covered amount
• Currency
• Transaction date
• Notes
• Attendee name
• Attendee email
• Ticket tier

First and last name #

Map either:

• One Full name column, or
• Separate First name and Last name columns.

If both approaches are mapped, the full-name value takes precedence when present.

Transaction date #

Map the source date column to Transaction date to backdate historical records. Use unambiguous dates, preferably:

YYYY-MM-DD

or:

YYYY-MM-DD HH:MM:SS

Dates are interpreted using the WordPress site timezone.

Amount and fee-covered amount #

The imported Amount is treated as the organization’s imported net/base amount.

If Fee covered amount is blank:

• Fees covered is stored as false.
• The gross amount remains the imported Amount.

If Fee covered amount contains a value:

• Fees covered is stored as true.
• The fee-covered value is added on top of the Amount for the gross transaction total.
• Net received remains the imported Amount.

Example:

• Amount: $25.00
• Fee covered amount: $1.33
• Gross/total paid: $26.33
• Imported net received: $25.00

Order ID overwrite handling #

• Skip existing transaction leaves an existing matching Order ID unchanged.
• Overwrite transaction fields from CSV updates the matching local transaction.

An Order ID cannot be overwritten into the opposite transaction type. For example, a donation Order ID cannot also be imported as a ticket sale.

Ticket imports #

Map Ticket tier to a CSV value that matches the selected event’s tier name. Matching is case-insensitive after trimming spaces.

If a tier is found, GiveBlocks creates an attendee ticket item and generates an import ticket code. Imported ticket codes are generated by GiveBlocks; there is no ticket-code mapping.