How does Precheck support importing DAF disbursements or spreadsheet lists of gifts?

Precheck mimics manually creating new gift records for each row in your spreadsheet. When bulk importing DAF disbursements or other gifts, Precheck matches them to existing donor profiles without creating duplicate address records or triggering unintended donor changes in DonorPerfect.

Can we import offline donation spreadsheets from Excel or Google Sheets?

Yes. Precheck offers a universal spreadsheet importer. You can upload any CSV or Excel file, map the columns once (first name, last name, amount, date, campaign, fund, solicitation code), and the system remembers the mapping schema for all subsequent uploads.

How does Precheck check for duplicate donors during bulk spreadsheet imports?

During import, Precheck evaluates every row against your CRM database using criteria such as email, phone, and name/address variants. It flags exact and potential matches. Development Directors can approve matches in bulk or inspect individual rows to verify credentials.

Home/Solutions/Spreadsheet & DAF Imports

Record DAF gifts and spreadsheet donations in DonorPerfect.
No duplicate addresses. No manual entry.

Donor-advised fund disbursements and offline gift spreadsheets are some of the messiest data your team handles. DonorPerfect's standard batch import creates duplicate address records even for donors already on file. Precheck solves this by mimicking manual gift entry for each row — matching existing constituents first, posting clean records second.

View Mapping Interface Book Custom Demo

Flexible CSV/Excel Imports

Import any offline sheet from peer-to-peer campaigns, galas, or corporate partners.

Clean Bulk Uploads

Process sheets row-by-row to create gifts without creating duplicate address records or altering donor profiles.

Campaign Code Verification

Ensure campaign, fund, and solicitation codes are validated prior to CRM injection.

Keep Your CRM Clean & Accurate

Development Directors trust Precheck to ensure bulk gift imports don't corrupt their CRM records. By safely matching gifts to existing donors, we prevent duplicate address records and unintended profile changes.

Clean CRM DataNo Duplicate Addresses

Bulk Gift Import Concept

Precheck processes spreadsheets row-by-row, matching gifts to profiles cleanly without altering donor data.

Standard Bulk Imports (The old way)

❌ Accidentally creating duplicate address records for existing donors.
❌ Overwriting or triggering donor changes on CRM records.
❌ Manual row-by-row data entry to avoid import errors.
❌ Risk of typing errors or mismatched campaign codes.
⚠️ Hours spent cleaning up database profiles after the import.

Precheck Automated Bulk Import

✅ Spreadsheet of gifts or DAF disbursements uploaded.
✅ System maps each row to mimic a new manual gift record creation.
✅ Constituent lookup matches the right profile instantly.
✅ Campaign, fund, and solicitation codes are validated pre-sync.
✅ Safe loading ensures zero duplicate addresses or unwanted donor changes.
🎉 Database remains completely clean, zero manual cleanup needed.

Frequently Asked Questions

No. Precheck lets you save mapping templates. If you upload a file with the same layout next month, the columns map automatically, saving you repetitive setup.

Precheck processes your spreadsheet by mimicking the creation of a new gift record for each row. You map the donor's ID or name, and Precheck loads the gifts without creating duplicate address records or triggering unwanted donor changes in DonorPerfect, keeping your database clean.

Absolutely. Everything sits in a secure staging queue. No transactions are modified in DonorPerfect until you click 'Confirm Sync' on the reviewed batch.

Precheck uses a multi-factor matching engine that searches your CRM for matches by email, phone, address, and name variants (like Bob vs. Robert). If a match is found, it merges the record to prevent duplication, rather than creating a new profile.

Explore Related Precheck Solutions

AI Check Processing

Extract matching constituents and gift details from check scans using AI OCR.

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DonorPerfect Integration

The central database staging queue and sync utility for DonorPerfect CRM.

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Tired of messy spreadsheet imports?

Request a customized demo showing how Precheck safely imports your gift files and DAF spreadsheets without messing up your database.

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Record DAF gifts and spreadsheet donations in DonorPerfect. No duplicate addresses. No manual entry.