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Import Donors in Minutes with Charitable Pro’s New CSV Importer

Import Donors in Minutes with the New CSV Importer in Charitable Pro 1.8.8.8

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  • By
David Bisset

We’re excited to announce that Charitable Pro 1.8.8.8, which brings a new feature to give you more control and flexibility in managing your fundraising!

If you want to migrate from another fundraising platform, upgrade from spreadsheets, or simply organize your supporter list for the first time, this update gives you the flexibility to move your donors into Charitable in minutes.

No complicated integrations. No manual re-entry. Just a clean, efficient way to bring your community together under one powerful fundraising platform.

In this update, we’ve focused on one goal: making your transition effortless—so you can spend less time on data management and more time on what truly matters, raising funds for your cause.

Introducing Donor CSV Import

We know that many organizations join Charitable after using other fundraising tools, spreadsheets, or custom donor systems. You’ve already built relationships and a solid base of supporters, and we want to help you carry that history forward.

Our new CSV Importer makes it easier than ever to import donor data from virtually any platform and start managing all your supporters right inside Charitable.

Instead of building unique tools for every donor management system out there, we decided to embrace a universal solution: the CSV (Comma-Separated Values) format. Nearly every platform can export data as a CSV file, making it the perfect bridge to bring your supporters into Charitable.

How to Use the Donor CSV Importer

Getting started with the Donor CSV Importer is simple and takes just a few minutes. Here’s how you can bring your existing supporters into Charitable:

Step 1: Prepare Your CSV File
Export your donor data from your previous system or spreadsheet in .CSV format. You can include as much information as you’d like—names, contact info, addresses, and any custom tags that help you identify donor segments.

Step 2: Access the Import Tool

In your WordPress dashboard, go to Charitable » Tools » Import » CSV.

Charitable import csv

Step 3: Upload and Map Your Fields

Upload your CSV file, then map each column to the corresponding Charitable donor field. This ensures your data lands in exactly the right place for each supporter record.

Step 4: Review and Import

Before finalizing, double-check your mappings and preview a few sample entries. Then hit Import Donors—Charitable will instantly populate your donor profiles.

Step 5: Start Using Your New Donor Data

Once imported, all your supporters will appear right inside your Charitable Donors dashboard. You can tag, segment, and connect with them immediately to start building or expanding your campaigns.

🎥 Want to see it in action? Watch our quick video walkthrough:

Why You’ll Love the New Donor CSV Importer

The new Donor CSV Importer is designed to help you at different stages of your fundraising journey.

  • Universal Flexibility: Move your donors from virtually any platform – whether it’s another plugin, a custom-built system, or even a simple spreadsheet.
  • Create Rich Donor Profiles Instantly: Go beyond the basics by importing a wide variety of information. You can include first and last names, emails, phone numbers, company details, full addresses, and even custom tags to segment your donors from the very beginning.
  • Save Time and Effort: Avoid tedious manual data entry. The CSV importer ensures you can get up and running quickly without losing valuable, pre-existing donor information.
  • A Clean, Organized Start: This importer focuses on “pure donor importing,” meaning it brings in your supporter profiles without donation history. That gives you a clean slate to manage your existing donors or sync new donation data later—perfect for nonprofits consolidating lists or migrating gradually.

This tool is designed for a variety of situations. The most common use case is when you’re migrating from another fundraising platform and want to bring your existing donor database with you.

It’s also perfect if you’re just starting with a formal donor management system for the first time and have your contacts stored in a spreadsheet or email list.

As I mentioned, the tool performs a “pure donor import,” meaning it creates the donor profiles without any associated donation history, giving you a clean slate.

This is ideal if you want to import your donors first and handle their donation records separately, or if you simply need to consolidate a list of supporters to begin your fundraising efforts in Charitable. It’s a great way to get all your people in one place before you launch your first campaign.

Ready to Bring Your Donors Home?

With the new Donor CSV Importer in Charitable Pro 1.8.8.8, bringing your supporters into your fundraising platform has never been easier. Whether you’re migrating from another tool, combining multiple lists, or finally getting all your data in one place, this update is built to save you time and give you greater control over your donor management.

If you’re already using Charitable Pro, you can access the importer right now from your WordPress dashboard under Charitable → Tools → Import → Donor CSV.

Not using Pro yet? There’s never been a better time to upgrade and experience a faster, more flexible fundraising workflow.

👉 Update to Charitable Pro 1.8.8.8 today and start importing your donors with ease!

Not yet a Charitable Pro user? Now’s the perfect time to upgrade—click below to grab 50% off and unlock the full power of Charitable Pro.

Upgrade to Charitable Pro at 50% Off »

Stay Connected With Us

We’re always innovating—adding new features, enhancements, and tools to make your fundraising even more powerful.

We also want to see you succeed. That’s why we regularly share guides, videos, and real-world strategies to help you make the most of Charitable, discover what’s working for other nonprofits, and avoid what isn’t.

For more of these insights and updates, follow us and stay connected:

If you like this guide, stay connected with us for more tips, tutorials, and updates:

Here’s to raising more, growing your impact, and making every campaign count.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
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Improvement Payments

💰 Accept Recurring Donations with Windcave and Charitable

A donor sets their gift up once on Windcave’s secure payment page, and Charitable bills every renewal after that on schedule. Why this is important:

🏦 Organizations banked in New Zealand or Australia: monthly giving on the gateway your bank already set you up with, with no second processor to onboard.
⛪ Churches taking regular tithes and offerings: congregants set their own schedule once, which is the simplest way to launch recurring church giving without a separate platform.
🌏 Groups with donors in several currencies: Windcave handles more than 20, so a supporter can give in the currency they actually hold.
📅 Operating funds rather than one-time campaigns: switch on Recurring Only mode and the one-off option disappears, so every gift to that campaign is a subscription.
🧾 Teams with no developer on staff: 3 sets of credentials pasted into a settings page, and no code anywhere.

Check out our announcement here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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automation update

⚡ Visual Automation Builder: Drag and Drop With No Code!

Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.

🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.

✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.

🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.

🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.

🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.

Read more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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Integration updated

📬 Introducing Brevo for Charitable: Turn Donors into Subscribers Automatically

The moment a supporter makes a gift is when they are most engaged. With the new Brevo integration for Charitable, you can automatically turn those one-time donors into long-term subscribers without touching a single spreadsheet.

Simply collect donor consent right on your donation form and start your welcome series immediately.

What’s New:

🔄 Automated Subscriber Sync: New donors who opt in are added straight to your Brevo contact list as soon as their payment clears—no manual exports or CSV imports required.

🎯 Granular Consent & Opt-In Control: Customize your checkbox label, choose whether it defaults to checked or unchecked, or turn on Brevo double opt-in to keep your list clean and compliant.

📋 Per-Campaign List Mapping: Route supporters to your global email list or map specific campaigns to targeted Brevo lists to tailor your follow-up messaging.

⚡ 5-Minute Setup: Connect instantly by pasting your Brevo API key into the Newsletter settings, map your contact fields, and start building your email list on autopilot.

Ready to grow your mailing list? Brevo is available now starting on the Charitable Plus plan—connect your account today!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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recurring donations updated

💳 Introducing Card Updates: Fix Expired Cards Without Losing Subscriptions!

newExpired or updated credit cards are one of the biggest silent leaks in recurring fundraising. With Card Updates in the Recurring Donations extension, donors can now refresh their payment details directly—keeping their subscription, schedule, and giving history completely intact.

No canceled plans, no lost history, and zero administrative headache for your team.

What’s New:

⚡ 30-Second Self-Service: Donors get a dedicated “Update Card” button in their dashboard that opens Stripe’s secure, PCI-compliant Customer Portal to update card details instantly.

🔒 Scoped & Safe Access: Scoped exclusively to card updates by default, donors can’t accidentally cancel or alter their plans from inside the portal, keeping your webhooks and data in sync.

🤝 Admin-Assisted Support: Helping a donor on the phone? Open their secure Stripe portal in one click from your admin screen or generate a single-use update link to email them.

📋 Automatic Audit Trail: Every payment method update is recorded automatically with a timestamp in both system-wide logs and the individual donor’s profile.

Ready to protect your recurring revenue? Get the Plus or Pro plan and update Recurring Donations to 2.3.0+ and enable “Update Payment Method” under your Settings today!

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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Integration page builder

Divi Fans Rejoice! Native Divi 5 Campaign Progress Bar Module!

With our new native Divi 5 module, you can anchor your microsites with real-time fundraising stats directly on the visual canvas. Here’s how it works, and why it’s worth turning on today.

Create campaign updates that are VISUAL AND LIVE. You can also:

📊 Campaign Progress Bar: Drop a live progress bar into any Divi 5 layout and show goal progress in real time.

🎨 Deep styling controls: Easily customize the bar and track color, height, and radius to match your brand perfectly.

👁️ Visual Builder ready: Configure and preview everything directly on the Divi canvas as a first-class module.

🔁 Identical rendering: The same exact engine powers this module, meaning consistent design without legacy shims.

✅ Faster launches: Never leave the Divi 5 interface to configure shortcodes or guess how your goal labels will look.

Learn more here.

author avatar
David Bisset Project Manager
David is the project manager of Charitable since 2022. David works with several non-profits (one operated by his wife) along with managing and developing features, support, and marketing for Charitable. Has been with WordPress since 2006 and has been lead organizer of multiple conferences, events, and meetups.
See Full Bio
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