How do I add attributions through Bulk Upload or Bulk Apply?

Overview

You can use Bulk Upload and Bulk Apply features to efficiently add attribution information when importing contribution data. 

Step 1: Prepare your data file 

1. Create a spreadsheet with the necessary contribution data 

2. Include columns for attribution information (contact IDs, attribution types, amounts, and notes) 

3. Save your file in an appropriate format (CSV, Excel, etc.) 

Step 2: Start the Bulk Upload process 

1. Navigate to the Bulk Upload tool 

2. Select Apply Contributions as the upload type 

3. Upload your prepared data file 

Step 3: Map your attribution fields 

1. On the field mapping screen, map your standard contribution fields 

2. Find and map the Contact Attribution field 

3. Select a contact to apply the values or map the column from your data file using the VANID 

4. Map additional attribution fields: 

   1. Attribution Type 

   2. Attribution Amount 

   3. Attribution Note 

Step 4: Complete the upload 

1. Review your field mappings for accuracy 

2. Complete the upload process 

3. Check the results to ensure attributions were applied correctly 

Not quite what you were searching for?

• Navigate back to the Attributions and Soft Credits Resource Index.