This page shows example data for each sheet type. Use this as a reference when preparing your Excel file for upload.
Your Excel file should contain one or more sheets with these exact names and column headers.
Sheet name must be: DonorSnap
| First | Last | Company | Phone | Address1 | Address2 | Address3 | City | State/Province | Zip/Postal Code | Country | Salutation | Donation Date | Amount | Donation Type | Payment Method | DonationNote | Species | Appeal | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | (312) 555-0100 | 123 Main St | Springfield | IL | 62701 | US | Jane | 01/15/2025 | 50.00 | one-time | Credit Card | Annual donation | Cat | ||||
| Robert | Johnson | Example Corp | rjohnson@example.com | (312) 555-0101 | 456 Oak Ave | Chicago | IL | 60601 | US | Robert | 01/16/2025 | 100.00 | one-time | Check | In memory of Fluffy | Dog |
Sheet name must be: Qgiv
| First Name | Last Name | Company | Phone | Address | City | State | Zip | Country | Salutation | Date | Total Amount | Type | Payment Method | Notes | Appeal | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | (312) 555-0100 | 123 Main St | Springfield | IL | 62701 | US | Jane | 01/15/2025 | 50.00 | one-time | Credit Card | Annual donation | Cat | |
| Robert | Johnson | Example Corp | rjohnson@example.com | (312) 555-0101 | 456 Oak Ave | Chicago | IL | 60601 | US | Robert | 01/16/2025 | 100.00 | one-time | Check | In memory of Fluffy | Dog |
Sheet name must be: ShelterLuv
| Person First Name | Person Last Name | Person Primary Email | Person Primary Phone | Person Street Address 1 | Person Street Address 2 | Person City | Person State | Person Zip | Donation Date | Total Donation | Transaction Memo | Appeal |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | (312) 555-0100 | 123 Main St | Springfield | IL | 62701 | 01/15/2025 | Annual donation | Cat | ||
| Robert | Johnson | rjohnson@example.com | (312) 555-0101 | 456 Oak Ave | Chicago | IL | 60601 | 01/16/2025 | In memory of Fluffy | Dog |
Sheet name must be: Square
| First Name | Last Name | Company Name | Email Address | Phone Number | Date | Street Address 1 | Street Address 2 | City | State | Postal Code | Total Spend | Memo | Appeal |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | (312) 555-0100 | 01/15/2025 | 123 Main St | Springfield | IL | 62701 | 50.00 | Annual donation | Cat | ||
| Robert | Johnson | Example Corp | rjohnson@example.com | (312) 555-0101 | 01/16/2025 | 456 Oak Ave | Chicago | IL | 60601 | 100.00 | In memory of Fluffy | Dog |
Sheet name must be: Facebook PayPal
| First Name | Last Name | From Email Address | Address Line 1 | Address Line 2/District/Neighborhood | Town/City | State/Province/Region/County/Territory/Prefecture/Republic | Zip/Postal Code | Date | Gross | Type | Note | Appeal |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | 123 Main St | Springfield | IL | 62701 | 01/15/2025 | 50.00 | one-time | Cat | ||
| Robert | Johnson | rjohnson@example.com | 456 Oak Ave | Chicago | IL | 60601 | 01/16/2025 | 100.00 | one-time | Dog |
Sheet name must be: Benevity.org
| Donor First Name | Donor Last Name | Company | Postal Code | Donation Date | Total Donation to be Acknowledged | Activity/Comment | Appeal | |
|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | 62701 | 01/15/2025 | 50.00 | Annual donation | Cat | |
| Robert | Johnson | Example Corp | rjohnson@example.com | 60601 | 01/16/2025 | 100.00 | In memory of Fluffy | Dog |
Sheet name must be: CARE Volunteer List
| First Name | Last Name | Phone | Mailing Street | Mailing City | Mailing State/Province | Mailing Zip/Postal Code | Appeal | |
|---|---|---|---|---|---|---|---|---|
| Jane | Smith | jsmith@example.com | (312) 555-0100 | 123 Main St | Springfield | IL | 62701 | Cat |
| Robert | Johnson | rjohnson@example.com | (312) 555-0101 | 456 Oak Ave | Chicago | IL | 60601 | Dog |
Sheet name must be: Check
| First Name | Last Name | Address | City | State | Zip | Date | Amount | Payment Method | Notes | Appeal | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | 123 Main St | Springfield | IL | 62701 | jsmith@example.com | 01/15/2025 | 50.00 | Credit Card | Annual donation | Cat |
| Robert | Johnson | 456 Oak Ave | Chicago | IL | 60601 | rjohnson@example.com | 01/16/2025 | 100.00 | Check | In memory of Fluffy | Dog |
Sheet name must be: Cash
| First Name | Last Name | Address | City | State | Zip | Date | Amount | Payment Method | Notes | Appeal | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jane | Smith | 123 Main St | Springfield | IL | 62701 | jsmith@example.com | 01/15/2025 | 50.00 | Credit Card | Annual donation | Cat |
| Robert | Johnson | 456 Oak Ave | Chicago | IL | 60601 | rjohnson@example.com | 01/16/2025 | 100.00 | Check | In memory of Fluffy | Dog |
Note: You don't need to include all sheets - only include the sheets that contain data you want to aggregate.