Facebook does not provide an API for donation and fundraiser data, so the Facebook Giving Tools integration relies on a manual export/import process.
You export your Multi-Day Transaction Report from Facebook and upload it into Donorfy, where it is processed into Fundraisers, Buttons, Transactions, and Constituent updates.
Export the Multi-Day Transaction Report from Facebook
Go to your organisation’s Facebook Page and open Settings, then Donations.
(You must be a Page Admin.)Choose the date range you want to report on.
Select an email address in your organisation to receive the report.
Download the Multi-Day Transaction Report from the email you receive.
⚠️ Important:
Do not open or rename the file before importing it.
Opening the file, especially in Excel, can corrupt the internal formatting and prevent Donorfy from processing it.
Import the Multi-Day Transaction Report into Donorfy
Go to Integrations, click Facebook Giving Tools.
Click the Upload tab.
Drag and drop your downloaded Facebook transaction file into the shaded upload area.
Donorfy will automatically validate the file.If the file is valid, the Apply Changes button will appear next to the file name.
Click Apply Changes to process the import.
What Happens When You Apply Changes
Fundraisers and Buttons
New Fundraisers generate a new Fundraiser Constituent because Facebook does not provide enough detail to match reliably.
(You can merge duplicates later if needed.)New Fundraisers or Buttons are added to Donorfy so you can attribute donations, set targets, or update settings.
Transactions
Donations are added to either the Anonymous Constituent or a matched/new Constituent, according to your integration settings.
The Payment Method is determined automatically based on the type of Fundraiser or Donate button.
Donations to Fundraisers are soft-credited to the fundraiser constituent.
Default Campaign, Product, Fund, and Department values are applied unless overridden at Fundraiser or Button level.
If a donation was made in a different currency from your payout currency, a note is added to the Transaction Comments.
Donor Communication Preferences
If the donor opted into communications:
The selected Purpose is set to Green (OK to contact).
The Email channel is set to Yes.
The Preferred Channel is set to Email.
If the donor did not opt in and a new Constituent is created:
The Purpose is set to Red (do not contact).
If the donor did not opt in but already exists in Donorfy:
Their existing Purpose is left unchanged.
Gift Aid
If the donor selected Gift Aid, Donorfy creates a Gift Aid Declaration with:
A date range determined by your Settings (single donation or open-ended).
The declaration added to the matched/new donor constituent.
Missing Data Handling
Where Facebook omits fields, Donorfy inserts defaults:
Missing Permalink: https://facebook.com/unknown.
Missing Source Name: Unknown.
Missing Donation Type: Unknown.
Missing Fundraiser Type: Unknown.
Donations That Are Not Imported
Donations before the Integration Start Date
Donorfy ignores any donations dated before the Integration Start Date set in:
Integrations, click Facebook Giving Tools, select Settings.
Refunds
Refunds are not automatically processed in Donorfy.
When your upload contains a refunded donation:
Your upload confirmation email will state that a refund was detected.
In Uploads, find the imported file and click Download.
Filter the file by the Charge action type column and look for rows marked R.
Manually process the refund in Donorfy according to your organisation’s procedures.
Example: deleting the original transaction (ensure Gift Aid is refunded first if claimed).
Undo an Import
If a file was uploaded in error:
Navigate to Integrations, click Facebook Giving Tools, select Uploads.
Locate the uploaded file.
Click Undo to remove all transactions, Fundraisers, Buttons, and Constituents created by that import.
Donorfy Academy
The Donorfy Academy features a learning course for the Facebook Integration - enrol here.