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  • Derived Fields Formula help

    Working on a Stripe csv import into Donorwise. We have a "description" field in the Stripe csv that contains "Invoice 5TCX764021" (for example) if it is a monthy subscription, but lacks the word "Invoice" if it is a one time gift. We would like to use this field to set the...
    Posted to Technical Support (English) by rdagijones on 25 Jan 2023
  • Importing Fees

    Our payment processor is Stripe. In an export of a "payout" from Stripe, the csv file contains a unique donor identifier, a field indicating to whom the donation is given (our website passes this information through to Stripe), the date of the "payout" and the amount. With these fields...
    Posted to Technical Support (English) by rdagijones on 23 Jan 2023
  • Importing Stripe Payment Info

    Hello Donorwise users, Anyone using Stripe as their payment processor AND you are importing those transactions into Donorwise batches? We are streamlining our data entry process.
    Posted to Technical Support (English) by rdagijones on 20 Jan 2023
  • Importing Flow Thru

    Currently we are creating separate batches for each foundation for all of our Flow Thru donations. About 75% of those donations are recurring. Is there a way to import a batch that will separate out the information to the appropriate foundations in Donorwise? Basically, in a csv file there is a "Foundations"...
    Posted to Technical Support (English) by rdagijones on 27 Dec 2022
  • Historical Batch and Old Designations

    I am preparing and old Access Database to move to Donorwise. The plan is to use the Excel templates available in the downloads section of this site and copy exported spreadsheets into the appropriate rows. After some cleaning up I think it will go quite nicely. Here's my question: I will be first...
    Posted to Technical Support (English) by rdagijones on 16 Apr 2018
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