Reviewing CSV upload history¶

In short: Every file import is logged on the Batch Uploads page at /csv-history. It shows each upload's file name, type, how many records were Imported versus Skipped, and when. Click a file name to open the records it created. You need the Manage Receipts permission.

Overview¶

Every time you import receipts (or donors) from a file, ActiveDonor records the upload on the Batch Uploads page. This history lets you see which files were imported, how many records were brought in versus skipped, open the records created by a particular upload, and (for donor uploads) download the original file or delete the import. A batch upload is one file-import event. This article covers reviewing that history.

Before you start¶

You'll need:

The Manage Receipts permission to open the Batch Uploads page.

Reviewing the history¶

Step 1: Open Batch Uploads¶

Open the Batch Uploads page at /csv-history. The CSV uploader and the donor uploader both link here after an import.

Step 2: Read the history table¶

The page lists each upload with these columns:

File Name — the name of the uploaded file. Click it to open the records created by that upload.
Type — whether it was a Receipt or Donor import.
Imported — how many records were created.
Skipped — how many rows were not imported.
Created — when the upload happened.
Manage — actions available for that upload (see "Manage actions" below).

Step 3: Filter the list (optional)¶

To narrow the list, use the Filters panel on the left: set Type to All, Donor or Receipt, then click Apply Filters. Click RESET to clear the filter.

Opening the records from an upload¶

Click the File Name of any upload to see the individual records it produced:

For a Receipt import, you see the list of receipts created (receipt number, amount and date received).
For a Donor import, you see the donors created (name, type, reference and date).

Manage actions¶

The actions in the Manage column depend on the import type:

Donor imports offer a download button (to retrieve the original uploaded file) and a delete button (to remove the import).
Receipt imports show these buttons as disabled. Receipt imports are not deleted from this page — to remove a receipt that was created in error, void it individually from the receipt itself (see Editing or deleting a receipt).

Deleting a donor import¶

Deleting a donor import attempts to remove the donors that were created by that upload. For safety, donors that already have receipts are kept — only donors with no receipts are deleted. If some donors could not be removed because they have receipts, ActiveDonor tells you how many were deleted and how many were kept (for example "3 Donor(s) deleted, 2 associated with receipts"). If none could be deleted, you'll see "All Donor Imports associated with receipts".

What this does not do¶

It does not let you delete or reverse a Receipt import. The download and delete buttons are disabled for receipt rows — void individual receipts instead.
Deleting a donor import does not remove donors who already have receipts; their donation history is protected.

Common issues & solutions¶

What you see	What it means	How to fix it
The download / delete buttons are greyed out on a row.	That row is a Receipt import; those actions are only available for Donor imports.	To reverse receipts created by mistake, void them individually. See Editing or deleting a receipt.
"All Donor Imports associated with receipts" when deleting.	None of the donors in that import could be deleted because every one already has at least one receipt.	Nothing to do — this protects donation history. Remove individual receipts first if you genuinely need to delete a donor.
"No Imports to show".	There are no uploads matching the current filter.	Click RESET, or run an import first.

FAQ¶

Where do I find the bank statements I uploaded before? On the Batch Uploads page at /csv-history. Each row is one import; click the File Name to see the records it created. For donor imports you can also download the original file.

How many records did my last import bring in? The Imported column shows how many records were created and Skipped shows how many rows weren't imported.

Can I delete a CSV receipt import? No — receipt imports can't be deleted from this page. Void the individual receipts instead. See Editing or deleting a receipt.

Can I delete a donor import? Yes, but only donors with no receipts are removed; donors who already have receipts are kept to protect their history.

Can I download the file I uploaded? For donor imports, yes — use the download button in the Manage column. Receipt imports don't offer download.

Uploading receipts via CSV
Fixing CSV upload errors
Editing or deleting a receipt
Uploading donors via CSV