How to send confirmation when importing contributions

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When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?










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    2















    When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?










    share|improve this question
























      2












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      2








      When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?










      share|improve this question














      When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?







      contributions import






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      asked Feb 14 at 17:21









      MarkDQMarkDQ

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          Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:



          Bulk confirmation



          • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.

          • Using Find Contributions, find the contributions you just imported.

          • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
            enter image description here

          You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.






          share|improve this answer























          • thx @Jon G, this method with two steps work!

            – MarkDQ
            Feb 15 at 1:39










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          1 Answer
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          active

          oldest

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          1 Answer
          1






          active

          oldest

          votes









          active

          oldest

          votes






          active

          oldest

          votes









          4














          Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:



          Bulk confirmation



          • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.

          • Using Find Contributions, find the contributions you just imported.

          • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
            enter image description here

          You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.






          share|improve this answer























          • thx @Jon G, this method with two steps work!

            – MarkDQ
            Feb 15 at 1:39















          4














          Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:



          Bulk confirmation



          • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.

          • Using Find Contributions, find the contributions you just imported.

          • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
            enter image description here

          You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.






          share|improve this answer























          • thx @Jon G, this method with two steps work!

            – MarkDQ
            Feb 15 at 1:39













          4












          4








          4







          Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:



          Bulk confirmation



          • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.

          • Using Find Contributions, find the contributions you just imported.

          • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
            enter image description here

          You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.






          share|improve this answer













          Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:



          Bulk confirmation



          • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.

          • Using Find Contributions, find the contributions you just imported.

          • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation.
            enter image description here

          You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.







          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered Feb 14 at 17:43









          Jon G - Megaphone TechJon G - Megaphone Tech

          27k11772




          27k11772












          • thx @Jon G, this method with two steps work!

            – MarkDQ
            Feb 15 at 1:39

















          • thx @Jon G, this method with two steps work!

            – MarkDQ
            Feb 15 at 1:39
















          thx @Jon G, this method with two steps work!

          – MarkDQ
          Feb 15 at 1:39





          thx @Jon G, this method with two steps work!

          – MarkDQ
          Feb 15 at 1:39

















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