Peer-to-Peer - Bulk Upload Fundraisers

Summary

We are introducing a new Bulk Upload feature for Peer-to-Peer sites, allowing site administrators to efficiently onboard large numbers of fundraisers, teams, and dependents via a single CSV file. This significantly reduces the manual effort required for migrating data from other platforms or launching large-scale campaigns. When accessing this feature, you can download a CSV template to help you get your spreadsheet ready to be imported.

• Mass Onboarding: Import individuals, team members, team captains, and dependents in one go.

• Automated Team Creation: An "Automatically create teams for Team Captains" toggle allows the system to build team structures simultaneously based on your CSV data.

• Flexible Roles: Various participant roles are supported, including Individual, Team Member, Team Captain, Family Team Captain, and Dependent.

• Event Field Support: The importer recognizes and maps to existing Event Fields, ensuring specific data like "qualifying times" or "t-shirt sizes" is captured during the migration.

• Built-in Validation: The system performs real-time checks for email formatting, role permissions, and goal minimums to ensure data integrity before the import is finalized.

Process

Follow these steps to ensure a smooth of new fundraisers to your campaign.

Preparing your file

To upload fundraisers in bulk, your CSV file must include all required fields. Use the template CSV file within the linked button when doing an import.

Each row in your file represents a fundraiser, including their role, participant type, supporter details, and page settings.

Event fields can also be uploaded as columns after the named headers in the sample file. The Event field column headers must match the Event field name exactly.

How fundraisers are processed

• Supporter Matching: Email address is used to check for an existing supporter. If not found, a new one is created using First and Last Name.

• Team Assignment:

  • Team Members or Dependents must reference an existing team by name.

  • Team Captains:

    • If the team doesn't exist and "Automatically create team" is enabled → create it.

    • If the team already exists and auto-create is enabled → return error (no duplicates)

• Organization Matching: If Organization are enabled, the Organization Name must match an existing org.

• Defaults & Fallbacks:

  • Page Name defaults to First + Last Name if blank

  • Logo, Banner, Story, and Goal fall back to Participant Type defaults if not provided

  • Public defaults to Y if blank

Uploading your file

Ensure your CSV file is formatted in UTF-8 encoding to preserve characters and formatting.