If you need to set up a large number of settings or campaigns, you can use the Donorfy file uploader. This allows you to create settings in bulk by uploading a prepared Excel workbook.
Prepare Your Workbook
Create an Excel workbook and add a worksheet named Settings.
Add the required columns: Type, Description, and Active.
Enter each setting on a new row and include the correct setting type.
Allowed Setting Types
You can add multiple types of settings in the same worksheet:
ActivityType.
AddressArea.
BankAccount.
Campaign.
ConnectionType.
ConstituentType.
Department.
Fund.
PaymentMethod.
Product.
Reason.
Tag.
Title.
Add Additional Columns
Some types of settings require extra information. Add the relevant columns to the Settings worksheet when needed.
Additional Columns for Setting Types
Column Name | Notes | Setting Types Can Be Used With |
AccountsInterfaceCode | Alphanumeric code | BankAccount, Fund, PaymentMethod, Product |
PotentiallyGiftAidable | Acceptable values: Yes, No, or Blank (blank = no) | PaymentMethod, Product |
PaymentMethodIsRecurringGift | Acceptable values: Yes, No, or Blank (blank = no) | PaymentMethod |
ParentTagCategory | Must match an existing tag category | Tag |
ReciprocalConnection | Must be a valid connection type | ConnectionType |
Add Campaign Columns
Campaigns support additional optional columns to refine configuration.
Campaign-Specific Columns
Column Name | Notes |
CampaignYear | Optional. Must be a valid year, e.g., 2018. |
CampaignDefaultProduct | Must be a valid product. Defaults to Donation if blank. |
CampaignDefaultFund | Must be a valid fund. Defaults to General if blank. |
Upload Your Settings File
Save your workbook once all settings and additional columns are added.
Open the Donorfy file uploader.
Select your file and upload it using the standard upload process.
⚠️Important: All Settings descriptions have a limit of 50 characters.