Note: This feature is available as part of the Advanced Data Management tools. If you don’t have access to these tools yet, you can follow the steps below to contact our support team for assistance.
To bulk upload values to fundraiser records in GivePanel if you don't have access to GivePanel's advanced data management tools, you'll need to contact [email protected] with a CSV file containing the following information:
A column for Campaign IDs:
Each Campaign ID is a unique identifier for fundraiser records in GivePanel. This is required to ensure we apply the values to the correct fundraiser.A column for each value:
For each value you want to bulk upload (e.g., labels or internal codes), add a separate column. Clearly label the columns, such as 'Labels' or 'Internal Codes.'
Preparing Your File:
We recommend exporting a list of fundraisers from GivePanel that you want us to update, including their Campaign IDs. Once exported, you can simply add columns for the values you need to upload (e.g., labels, internal codes).
Keep in mind that all values, such as labels or internal codes, must already be set up in your GivePanel account before bulk uploading.
If you encounter any issues with Excel corrupting Facebook Campaign IDs, please refer to this help article for guidance.
Alternatively, you can include the Facebook Fundraiser Page URL in your CSV file, and the support team will extract the Campaign ID from the page URL for you.