Uploading/Importing Recipients

  1. Download the CSV(.csv) / Excel(.xlsx) template (links below the upload widget) and update it to add in your recipient data
  2. The downloaded template has the following columns
    1. recipient_name - name of the recipient. Optional, but recommended. Required if you wish to notify the recipient.
    2. recipient_email - email of the recipient. Optional, but recommended. Required if you wish to notify the recipient.
    3. recipient_notify - Indicate “yes” if you wish to notify the recipient. You can indicate “no” if you do not wish to send a notification. Any other value (including leaving the field blank) will be treated as “no”
    4. recipient_message - message you wish to send the recipient while notifying them. Optional. If you leave this blank, a generic message will be sent.
    5. recipient_occasion - use this to indicate the occasion for the gift. Optional.
    6. units - Mandatory. No of units you wish to create a gift for. For example, if the project unit is trees and you wish to create a gift for 10 trees, you will enter 10 in this column.
  3. Note: The 2nd row of the template file contains instructions for each column. Please delete this row before uploading your edited file.
  4. Note: The 1st row of the template file contains column names. DO NOT REMOVE THIS ROW in your edited file.
  5. Upload the edited .xlsx (Excel) or .csv (CSV) file, and review the data that appears in the table below the drag and drop area for any mistakes.