Soft credits allow you to link a donation (Transaction) to another constituent who should receive recognition for the gift. Using the File Uploader, you can add or update soft credits efficiently by matching both the Transaction and the constituent involved.
🤓Tip:
Before uploading soft credits, ensure all relevant Transactions and constituents already exist in Donorfy and include clear identifiers to support accurate matching.
Identify the Transaction and Constituent
To create a soft credit, Donorfy must match:
The Transaction to link from, using one of:
Transaction Number.
Transaction Reference.
The Constituent to link to, using one of:
Constituent Number.
External Key.
Email Address.
📌 Note: Always provide enough detail to ensure a unique and reliable match.
Prepare the Data Preparation Template
Go to Data Management, then select File Uploader.
Click Update Template to refresh the workbook.
Download the Data Preparation Template.
Find the Soft Credits worksheet.
Right-click the tab and choose Move or Copy.
Create a copy in a new workbook, ensuring the worksheet name remains the same.
Your file is now ready to complete.
Enter Soft Credit Data
Provide the identifiers needed to match the Transaction and constituent.
Add one or both of the following fields:
Soft Credit Percentage – The percentage of the original donation assigned as a soft credit.
Soft Credit Amount – A specific value to assign as a soft credit.
Add Soft Credit Comments if you want to include extra information.
Review the worksheet to confirm only the required columns remain.
📌 Note: While you may enter both a percentage and an amount, most organisations use one or the other.
Upload and Validate the File
Save your file in Excel format (.xlsx).
Return to Data Management > File Uploader.
Drag and drop your file into the upload area or browse to select it.
Donorfy will validate the file and check for:
Missing identifiers.
Formatting issues.
Incorrect worksheet name.
Mismatched or ambiguous records.
Review any warnings or errors provided.
Correcting Errors
If Donorfy identifies issues during the check:
Review the message shown in the upload summary.
Download the reviewed file to see which rows contain errors.
Correct the data in your worksheet.
Re-upload the corrected file to continue the process.
Only when all rows are valid should you apply the changes.
Complete the Upload
Once the file is validated and correct, click Apply Changes.
Donorfy will update the Transactions with the corresponding soft credits.
You can view soft credits on the Transaction Timeline.