Thankly

CSV Import Guide

Bulk import donations from any spreadsheet. Thankly automatically maps columns, detects duplicates, and lets you send receipts to all donors at once.

CSV Column Reference

Thankly uses flexible column matching. You can use any of the listed aliases and the importer will recognize them.

donor_nameRequired

Full name of the donor

Also accepts: name, donor, full_name, donor name

emailRequired

Donor's email address for receipt delivery

Also accepts: donor_email, email_address, donor email

amountRequired

Donation amount (numbers only, no currency symbols)

Also accepts: donation_amount, gift_amount, donation amount

dateRequired

Date of donation (MM/DD/YYYY format recommended)

Also accepts: donation_date, gift_date, donation date

addressOptional

Donor's mailing address (optional)

Also accepts: donor_address, mailing_address, donor address

notesOptional

Internal notes about the donation (optional)

Also accepts: memo, description, gift_notes

Step-by-step import process

1

Prepare your CSV file

Format your spreadsheet with the required columns. Download our template from the import page for the correct format.

2

Upload your file

Drag and drop your CSV file or click to browse. Thankly will automatically parse and validate your data.

3

Review the preview

Check the data preview to ensure columns were mapped correctly and all donations look accurate.

4

Handle duplicates

If duplicates are detected (same donor email + amount + date), you'll see a review dialog to decide which to import.

5

Import donations

Click Import to add donations to your organization. You'll see a success message with the count imported.

6

Send receipts

After importing, use the bulk send feature to email receipts to all donors at once.

Understanding duplicate detection

Thankly identifies potential duplicates by matching three fields:

Donor email address
Donation amount
Donation date

When duplicates are found, you'll see a review dialog where you can compare records side-by-side and choose which to import. Learn more about duplicate detection.

Tips for successful imports

Download the CSV template to see the exact format

Remove currency symbols from amount columns

Use consistent date formats (MM/DD/YYYY works best)

Ensure all email addresses are valid

Check for extra spaces in column headers

Save as CSV (not XLSX) before uploading

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