If you have a lot of settings or campaigns to setup in Donorfy you can use the file uploader to create them.
You need to create an Excel Workbook which contains a Worksheet called Settings
The worksheet needs the following columns
- Type - this is the type of setting - e.g. product, campaign etc - see the list below
- Description - this is the description of the setting
- Active - to indicate whether the setting is active - i.e. in use
A simple example worksheet is shown below
These are the types that are allowed - see this article for more information
- ActivityType
- AddressArea
- BankAccount
- Campaign
- ConnectionType
- ConstituentType
- Department
- Fund
- PaymentMethod
- Product
- Reason
- Tag
- Title
One worksheet can contain different types of settings
For some types of setting you may need to provide additional information, to do this you add further columns to the worksheet - for example for products you might want to specify when a product can be gift aided
These are the additional columns you can add which are specific to particular types of setting
Column Name |
Notes |
Setting types can be used with |
| AccountsInterfaceCode | Alphanumeric code | BankAccount, Fund, PaymentMethod, Product |
| PotentiallyGiftAidable | Acceptable values Yes, No or Blank - blank means no | PaymentMethod, Product |
| PaymentMethodIsRecurringGift | Acceptable values Yes, No or Blank - blank means no | PaymentMethod |
| ParentTagCategory | Must be provided for any tags, and be a valid existing tag category | Tag |
| ReciprocalConnection | Valid connection type | ConnectionType |
For Campaigns you can use the following columns
Column Name |
Notes |
| CampaignYear | optional, valid year number e.g. 2018 |
| CampaignDefaultProduct | a valid product, if not provided defaults to ‘Donation’ |
| CampaignDefaultFund | a valid fund, if not provided defaults to ‘General’ |
Once you have created your spreadsheet use the Donorfy file uploader in the normal way to upload your settings.
| Please note that all Setting descriptions have a limit of 50 characters. |
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