Skip to content

How do I import a bank statement or upload receipts in bulk?

In short: First make sure one active receipt method has a CSV File Type attached for your bank. Then open Receipts, click Upload Bank CSV, pick your file and the matching Method, click Upload, allocate each credit transaction to a donor and project, and click Issue Receipts.

You can create many receipts at once from a downloaded bank statement or payment-export instead of capturing each donation by hand. This also covers a bulk receipts, CSV upload or upload transactions job.

Step 1: Set up the CSV file type (one-time)

The uploader can only read a file once an active receipt method has a CSV File Type that matches the bank or provider the file comes from. Go to Settings → Receipts → Receipt Methods, add or edit a method, set its CSV File Type to the format for your bank, tick Active, and save. If this isn't done, the uploader shows "Link a CSV template".

Step 2: Save your file as CSV

If you exported from Excel or your bank, save the file as CSV (Comma delimited). The uploader accepts .csv, .txt, .xls and .xlsx.

Step 3: Upload and issue

  1. Click Receipts in the top navigation bar.
  2. Click the Upload Bank CSV button (the upload icon, top right).
  3. In the Uploader panel, choose your file under Upload and pick the matching Method. Optionally pick a default Project.
  4. Click Upload. ActiveDonor reads the incoming (credit) transactions.
  5. Tick the Save checkbox on each transaction to keep, then set its Donor, Project and Receipt Type.
  6. Click the green Issue Receipts button to create the receipts.

💡 Tip: Debit (money-out) rows are excluded automatically, and rows already receipted from an earlier upload are marked DUPLICATE so you won't double-receipt.

  • Uploading receipts via CSV