Spreadsheet columns for imports and downloads

You can bring lists into the site from a spreadsheet, and download some lists out of it. This page is the reference for the column headings and formats. For the steps, see Import your member list and Import donors and past gifts.

Reading a pasted or uploaded list

All three imports read text pasted into the box or a file you choose. They share these rules:

• Separators. Columns may be separated by tabs (what you get when you copy cells from Excel or Google Sheets), commas, or semicolons (what some countries' spreadsheets save). The site works out which from the first line.
• Quotes. A value containing the separator can be put in double quotes, and a double quote inside is written twice.
• Headings are matched by name. Capital letters and extra spaces do not matter, the columns may be in any order, and columns the site does not know are ignored. The first heading that matches wins if two do.
• Excel files. Save the spreadsheet as CSV first. A byte-order mark at the start of a file (which Excel adds) is ignored.
• Up to 500 rows at a time; see Limits.
• The import shows what it would do first, row by row, before anything is saved.

Members

The only required column is the email address. Everything else is optional.

Column	Headings understood
Email	email, e-mail, email address, e-mail address, mail
Name	name, full name, full_name, fullname, member, member name
First name	first name, first_name, firstname, first, given name
Last name	last name, last_name, lastname, last, surname, family name
Notes	notes, note, comment, comments
Phone	phone, primary phone, phone number, telephone, tel, mobile, cell, cell phone, phone 1
Secondary phone	secondary phone, second phone, other phone, alternate phone, home phone, work phone, phone 2
Address	address, mailing address, postal address, street address
Section	section, voice, voice part, part

How the list is read:

• First name and last name are joined with a space to make the name, if there is no single name column.
• A list with no headings also works. The column that holds email addresses is found by looking for an @, and the first other column is taken as the name. If the first row has no address in that column but later rows do, it is treated as a heading row.
• Section can be written as the section's code or its name (for example soprano or Soprano) and is matched to your sections in Site Settings, Member portal. Anything that is not one of your sections is kept as written.
• Lengths. Phones are cut to 40 characters, an address to 500, a section to 60.
• Each row is judged. A row with no address is "No email address", a bad address is "Not a valid email address", a member who exists already is "Already a member" and an address repeated in the list is "Same address as an earlier row". These rows are skipped; the others are added.

If the list has headings but no members, or no email addresses can be found, the page says "The list has a header row but no members under it." or "Couldn't find any email addresses. Each member needs one, in a column of its own."

Donors

The first row must be headings.

Column	Headings understood
Name	name, full name, donor, donor name
First name	first name, first, given name
Last name	last name, last, surname, family name
Organisation	organisation, organization, company, business
Email	email, e-mail, email address
Phone	phone, phone number, telephone, mobile, cell
Address	address, address 1, address line 1, street, street address, mailing address
Address 2	address 2, address line 2, unit, apartment, suite
City	city, town
Province or state	province, state, region, province or state, county
Postal code	postal code, postcode, zip, zip code
Country	country
Notes	notes, note, comments

• A donor needs a name: a Name column, or First name and Last name, or an Organisation. A row that has only an organisation is added as an organisation; otherwise as a person.
• Someone whose email address is already a donor's is skipped and left as they are ("Already a donor"). The same address twice in the list is "Same address as an earlier row".
• If no heading is understood the page says "The headings need a column for the name (Name, or First name and Last name, or Organisation)." and lists the headings it found.

Gifts

The first row must be headings.

Column	Headings understood	Required?
Donor name	name, full name, donor, donor name	One of name or email
Donor email	email, e-mail, email address	One of name or email
Amount	amount, gift, donation, value, total	Yes
Date	date, received, date received, gift date, donation date	Yes
Method	method, paid by, payment method, type	No
Campaign	campaign, fund, appeal	No
Reference	reference, ref, cheque number, check number, cheque #, check #	No
Notes	notes, note, comments	No

How the values are read:

• The donor is found by email address first, then by name. A person who is not yet a donor is added if the row gives a name. A row with an unknown email address and no name is refused.
• Amount may be written 50, 1,250.00, $25 or 25.5: spaces, a currency sign ($, £, €) and thousands commas are ignored, and up to two decimals are allowed. Zero, negative amounts and anything else are refused ("Enter the amount as a number, such as 50 or 1,250.00").
• Date may be written 2026-03-15, 2026/03/15, 15 March 2026 or Mar 15, 2026 (a month as a word, in full or its first three letters, with the day before or after it). A date made only of figures in another order, such as 03/04/2026, is refused, because it means the 3rd of April to one person and the 4th of March to another. The refusal reads "Enter the date it was received, as 2026-03-15 or 15 March 2026".
• Method is understood as cash, cheque (also check), e-transfer (also anything with transfer, and interac), card (anything with card, and visa, mastercard, stripe), in kind (anything with kind). Anything else is "Other"; empty is left blank.
• Campaign must match an existing campaign's name (not case-sensitive), or the row is refused with "There is no campaign called ...".
• The gifts are recorded in the site's currency.

Downloads

Downloaded files are CSV, opened by Excel, Numbers or Google Sheets. Text is saved so that accented names survive, and a cell that starts with =, +, - or @ has a quote put in front of it so a spreadsheet does not run it as a formula.

The ticket list

From a concert in Ticketing, Download the list. One row per ticket, not per order.

Column	What it holds
Order	The order's reference
Name, Email, Phone	The buyer's details
Ticket	The ticket type, such as Adult
Code	The ticket's code, as shown at the door
Price	What that ticket cost, with two decimals
Status	Being paid for, To pay on arrival, Paid, Cancelled or Refunded
Paid by	Cash, Card, Cheque, E-transfer or Other, if recorded
Sold	Online, Sold by the choir, or Complimentary
Checked in	The date and time (UTC) the ticket was checked in at the door, if it was
Ordered	When the order was made
Notes	Notes on the order

The file is named tickets- followed by the concert's date and title.

Donors

In Donors, Download beside the donor list gives donors.csv.

Column	What it holds
Name, Organisation, Kind	The donor's name, their organisation, and whether they are a Person or an Organisation
Email, Phone	Contact details
Address, Address 2, City, Province or state, Postal code, Country	The address
Gifts	The number of gifts
Total given	The total of their gifts, with two decimals
Last gift	The date of the latest gift
Anonymous	Yes if they asked to be anonymous
Do not contact	Yes if they are marked not to be contacted
Archived	Yes if archived
Notes	Your notes

Gifts

Download all gifts, or one year's gifts, gives gifts.csv or gifts-2026.csv.

Column	What it holds
Date	The date received
Donor, Email	Who gave
Amount	What was given
Refunded	What was given back
Amount kept	Amount less refunds: the column to add up
Currency	The currency code
Method	Cash, Cheque, E-transfer, Card, In kind or Other
Campaign	The campaign, if any
Reference	A cheque number or other reference
Eligible for a receipt	The part of the gift a receipt can be given for
Description, Notes	Your notes