Charitable Documentation

Learn how to make the most of Charitable with clear, step-by-step instructions.

How to Switch From GiveButter to Charitable

Migrating from GiveButter to Charitable is a simple process that helps you move your donors and donations without losing any important data.

If you’re switching to Charitable, you can easily bring over your records using the built-in import tool.

In this tutorial, we’ll walk you through each step, from exporting your data from GiveButter to importing it into Charitable.

You don’t need any special technical skills to follow along, just a few minutes and access to your WordPress dashboard and your GiveButter account.

Not sure whether to switch to Charitable yet? See GiveButter vs Charitable »

Before you start

Before migrating from GiveButter, it’s a good idea to make sure everything is backed up and ready to go. You’ll need access to your WordPress dashboard with Charitable installed, as well as your GiveButter account.

Here’s what to check before you begin:

  • Back up your site. Always keep a recent backup of your WordPress site and database. This ensures you can restore your data if something goes wrong. Need a free backup solution? Try Duplicator.
  • Confirm your data. Make sure your GiveButter transactions and contact records are complete and up to date before exporting.
  • Log in as an admin. You’ll need admin access in both GiveButter and your WordPress dashboard.
  • Install and activate Charitable. If you haven’t already, install Charitable and make sure it’s active. See How to Install the Charitable Plugin »
  • Create your campaigns first. Before importing donations, create the corresponding campaigns in Charitable. You’ll need to assign imported donations to an existing campaign during the import step.

Once you’ve checked these points, you’re ready to migrate from GiveButter to Charitable.

Step 1: Export Your Data from GiveButter

In this step, you will export your donations and donor records from GiveButter as CSV files. GiveButter includes built-in export tools in your account dashboard.

Log in to your GiveButter account and navigate to your organization’s dashboard.

Export your donations

Go to the Transactions section of your GiveButter dashboard. Look for an Export or Download option.

You can filter by date range or specific campaign before exporting. Apply any filters you need, then download the CSV file to your computer.

Export your donors

Go to the Contacts section of your GiveButter dashboard. Look for the Export or Download option there as well.

Select the fields you want to include, such as name, email, address, and donation history, then download the CSV file.

We recommend storing both files in a dedicated folder on your computer so they’re easy to find when you’re ready to import.

Step 2: Prepare your CSV files

Before importing into Charitable, take a moment to open and review the CSV files you exported from GiveButter. This helps avoid errors during import and makes it easier to map your data into Charitable correctly.

  • Open each CSV file in a spreadsheet tool like Excel, Google Sheets, or Numbers so the data is easy to scan.
  • Check that the column headers are clear and that each row of data sits in the right column, with no shifted cells or strange characters.

Next, make sure your file is saved correctly and ready for upload.

  • Confirm the file format is .csv and not another format like .xls or .xlsx.
  • If you make any edits, save the file again as CSV to keep it compatible with Charitable’s import tool.

You do not have to rename every column to match Charitable exactly, because you will map each column to the right field during the import step.

Step 3: Go to the GiveButter Import tab in Charitable

Log in to your WordPress dashboard as an administrator.

Go to Charitable » Tools » Import.

GiveButter import

On this screen, you’ll see a menu with options that include Charitable, GiveWP, GiveButter, and CSV. Open the GiveButter tab.

You will see two import sections: Import Donations and Import Donors.

Step 4: Import your donations

Under Import Donations, you’ll see a dropdown menu to select a Charitable campaign. Choose the campaign you want to import the donations into.

Next, click the Upload File button and select the donations CSV file you exported from GiveButter.

Click the Import GiveButter Donations button. Charitable will process the file and bring in your donation records with their original information. It will not overwrite any previous donations.

Import givebutter button

Repeat this step for each campaign if your GiveButter export covers multiple campaigns.

Step 5: Import your donors

Under Import Donors, click the Upload File button and select the donors CSV file you exported from GiveButter.

Click the Import GiveButter Donors button and Charitable will do the rest.​

Import donors in givebutter

Once the import is complete, you will see a confirmation message telling you how many records were imported successfully.

After the import finishes, it is important to check that everything looks right in Charitable.

  • Go to Charitable » Donations to review your imported donations and confirm that amounts, dates, and campaigns look correct.
  • Go to Charitable » Donors to check that donor names and emails appear as expected.

If something looks off, such as missing donors or incorrect amounts, compare a few records in Charitable with your original GiveButter CSV file to see if a column may have been mapped to the wrong field during import.

Step 6: Clean up and test

Once you are happy with your migrated data, you can do a quick cleanup and final test.

  • Make a small test donation on your site to confirm that Charitable is recording new donations correctly.
  • When you are confident everything is working and your data is safely in Charitable, you can stop routing donations through GiveButter.

Next Steps in Charitable

Once your data is safely in Charitable, you are ready to start using your new donation tools to grow your fundraising. Charitable gives you flexible campaigns, easy donor management, and powerful options for collecting and tracking donations in your WordPress dashboard.

​Here’s a quick guide to Get started with Charitable as well as to Create Your First Campaign »

Here are a few helpful things to do next:

  • Create or tweak your campaigns under Charitable » Campaigns so they match your current appeals and goals.​
  • Add your donation forms to key pages on your site so visitors can give quickly and easily.​
  • Explore features like donor dashboards, recurring donations, and email receipts to give supporters a smooth giving experience.​

With your GiveButter data migrated and Charitable set up, you can focus on what matters most: growing support for your mission.

GiveButter vs Charitable – Frequently Asked Questions

Do you have a question about Charitable vs GiveButter? See the list below for our most frequently asked questions. If your question is not listed here, please contact us.

What makes Charitable different from GiveButter?

Charitable is built specifically for WordPress and gives nonprofits full ownership of their data and donor relationships, with no platform fees on donations. Here are the main differences:

  • Affordable Pricing – Charitable charges a flat annual fee starting at just $69 per year, with no platform fees taken from your donations.
  • No Platform Fees – GiveButter charges a platform fee on every donation on top of payment processing fees. With Charitable, 100% of what donors give goes to your cause.
  • Your Data, Your Site – All donor data lives in your WordPress database, not a third-party platform.
  • All-Inclusive Plans – No expensive add-ons needed; features come standard.

Are there any limits on the number of campaigns or donation forms with Charitable?

No. Charitable lets you create unlimited donation campaigns and forms from day one. No paid upgrades or restrictions.

Can I manage recurring donations with Charitable?

Yes! Charitable includes robust recurring donation features so your supporters can contribute weekly, monthly, or on a custom schedule, helping you achieve a reliable, steady income. You need a Plus plan that costs just $99 per year.

What’s the price difference between Charitable and GiveButter?

GiveButter charges platform fees on every donation on top of payment processing fees, which adds up quickly as your fundraising grows. Charitable charges a flat annual fee with no per-transaction platform fees.

Charitable starts at just $69 per year for essential features like unlimited donation forms, full donation management, reports, PDF receipts, and emails.

Does Charitable integrate with my favorite tools and services?

Charitable works seamlessly with many popular platforms, including MailChimp, ActiveCampaign, Constant Contact, HubSpot, MailPoet, Zapier, and more.

Is Charitable easy to set up and use?

Yes. Charitable is designed to be easy for anyone to use – no coding and beginner-friendly. We’ve included a setup wizard that guides you through the process so you can set up and launch your first campaign in minutes, not hours, not days!

What kind of support does Charitable offer?

Lite users can post questions in the WordPress support forum. Charitable Pro plugin customers can reach out to us through the support channel. You’ll receive friendly, responsive support from a team experienced in helping charities succeed. We’re here to answer questions and resolve any issues quickly.

Will Charitable continue to get new features and updates?

Yes. At Charitable, we are always listening to and actively seeking your feedback to make our platform even better. We are constantly innovating – adding new features, enhancing existing tools, and regularly updating our plugin to ensure compatibility with WordPress updates. Every improvement and security enhancement is driven by real feedback from nonprofits like yours.

More Information

Here are some of the more popular “how to” guides and help articles for new users:

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ambassadors New

👤 Creator Profiles: Put a Face to Every Peer-to-Peer Campaign

Ambassadors 3.3.0 now provies Creator Profiles — giving your supporters a permanent, shareable public home that turns one-time fundraisers into ongoing relationships.

👤 Public Creator Pages: Give every fundraiser an instant, clean landing page at /creator/their-name/ to showcase their custom avatar, bio, and a browsable grid of their campaigns.

📊 Proof of Impact: Boost donor trust by displaying site-wide milestones on the profile—like total funds raised and total donor counts.

💳 Interactive Hover Cards: When donors hover over a creator’s name on a campaign page, a compact card expands with their bio and social handles right at the moment of decision.

📍 Responsible Location Sharing: Allow creators to safely show local supporters where they are based using only city, state, and country details.

🛠️ Self-Serve Customization: Fundraisers can update their own profiles and link up to six social networks directly from the My Campaigns hub, saving you admin time.

Ready to empower your advocates? Update to Ambassadors 3.3.0 and turn on “Enable Public Creator Page” today!

Improvement Payments

📱 Turn Mobile Scrollers Into Donors: Meet Charitable’s Mollie Upgrade

Losing mobile supporters because they hate typing out long card numbers on their phones? Charitable’s updated Mollie integration features:

⚡ One-Tap Wallet Checkout: Enable donors to complete their gifts instantly using Apple Pay or Google Pay with a simple face scan, fingerprint, or tap.

💰 No Extra PCI Burden: Skip complex domain verification and security compliance since all wallet transactions run safely through Mollie’s hosted checkout.

🛠️ Custom Cancel Routing: Keep the experience predictable by automatically sending donors who back out to your cancellation page, or use developer filters to route them to a custom page.

Visit this page to learn more.

ambassadors improved New

Moderation and Directory Screens In Ambassadors 3.0

Ambassadors 3.0 has new features: moderation and directory screens… now easily see those who are earning donations on your peer to peer network – including campaign creators that might need to be verified – all in one place. Generate reports, email ambassadors and campaign creators directly and more.

🚀 See when campaign creators and ambassadors have updated their campaigns, what donors/donation they have brought in and more.

🎉 Manually add ambassadors and campaign creators, and approve them in one-click!

Visit this page to learn more.

New Payments

⚡ Unlock India-Based Donations: Meet Charitable’s Native Razorpay Integration

Trying to collect donations in India? Charitable’s native Razorpay integration features:

⚡ Instant UPI Integration: Accept fast, local donations directly inside your form via apps like PhonePe, Google Pay, Paytm, and BHIM without sending donors away from your site.

📲 Auto-Generated Campaign QRs: Instantly render scannable QR codes encoding a UPI deep link directly on your public campaign pages and sidebars for an effortless “scan-to-give” experience.

💰 Dual Local & Global Reach: Headline your campaigns in INR while seamlessly accepting major international currencies like USD, EUR, GBP, and CAD to maximize global support.

🔁 Seamless Recurring Giving: Fully integrates with the Charitable Recurring addon to manage automatic monthly subscriptions directly through Razorpay without extra code.

↩️ Automatic Two-Way Sync: Keep your books perfectly clean with two-way refund syncing—issue a refund inside WordPress or your Razorpay dashboard and both sides update automatically.

🔒 Webhook-Verified Security: Automatically protect your donation records using HMAC-signed webhook verification to ensure every status update represents real money cleared on the rails.

Visit this page to learn more.

Integration New

🎉 New Built-in PushEngage Integration

Struggling with falling email open rates and rising ad costs just to keep your supporters engaged? Charitable’s built-in PushEngage integration features:

🔔 Zero-Fee Direct Messaging: Deliver crisp, instant pop-up notifications straight to your donors’ desktops and mobile devices.

⏱️ Four Smart Automated Triggers: Automatically send updates for immediate donation thank yous, full-list campaign launches, urgent “ending soon” alerts, and goal milestone celebrations.

📈 Group Momentum Broadcasts: Turn private milestones into public wins by automatically broadcasting alerts to your entire subscriber list the moment a campaign hits 50%, 75%, or 100% of its goal.

📊 Automatic Analytics Tracking: Monitor exactly where your incoming notification traffic is coming from with built-in attribution that requires zero complex configuration.

Visit this page to learn more.