Benevity are a global payroll giving and corporate donation matching platform based in Canada. Beacon makes it simple to add any donations you receive via Benevity into your Beacon database with a pre-built import template.
If you haven't already, you can familiarise yourself with the general import process here.
link Before you start
So that your Benevity payments are correctly imported and easy to filter for later, add 'Benevity' to the 'Source' field on your Payment record type.
link Download donations report from Benevity
There is only one report needed from Benevity to bring your donations into Beacon.
- Log in to your Benevity Causes Portal
- Click on 'Reports' in the sidebar
- Click on the 'Reports' dropdown for the disbursement you'd like to add to Beacon, and choose 'Download Detailed Report'
- Open the file and remove any summary detail and footer/totals
- Save as a .csv file
link Importing donations
updated your source field before creating your Benevity import template.Make sure you've already
Initially, we'll add the Benevity import template:
- Head to Import data > Manage templates in your Beacon sidebar
- Click 'Create template'
Give your template a name (such as 'Benevity donations') and select the pre-built Benevity template from the dropdown list
Review the template, adding any additional information needed, and click 'Save template'
You're set up and ready to import your Benevity donations!
Head to Run import in your sidebar, choose the Benevity template you created, and upload your .csv file. Import away!
Yes. By default, the import template will set the total donation received (donated amount + matched amount) to the 'Amount' field on the payment.
If you'd prefer to only have the donated amount (without the matched amount) you can change it in the import template.
link Why do I get an error when I try to import?
If you get an error about missing columns, it's likely that you haven't removed the summary/totals in the spreadsheet before trying to import. Make sure you remove any header summary details and donation totals on the sheet.