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製品ガイド · 読了約 6 分

Donation and CRM CSVs for nonprofits: campaigns and soft credits

Fundraising operations reconcile gift exports, soft credits, and campaign codes in CSV before audits and board reporting.

公開日 2025年3月19日 · Table

Donor CRMs export gifts, pledges, and soft credits as CSV for finance, grants, and annual reports. The hard part is attribution: matching each row to the right campaign, fiscal year, and recognition name without double counting when soft credits mirror hard gifts.

Reconciliation habits

  • Align gift date with your fiscal calendar rules, not only the bank deposit date.
  • Separate in-kind rows from cash when totals feed restricted fund reporting.
  • Validate campaign codes against the active taxonomy in the CRM.
  • Watch duplicate transaction IDs from retried imports.

Table before the audit binder

Load the export into Table, filter by campaign, aggregate mentally with sorted subtotals, and fix obvious issues with inline edits and undo. Keep donor PII on devices your policy allows.

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