Hi Tony,
Glad the donation history came across cleanly.
Short answer: there is no separate campaign import, but you shouldn’t need one. The donation importer can create the campaign for you and attach every gift to it, so the thermometer starts at the right total. The one thing it can’t bring over is the goal, because that isn’t in the donation export, so that’s a single field you type in.
The catch is that Charitable labels that column “Campaign Title”, and the importer doesn’t recognize that name on its own, so it was most likely left unmapped on your first run. A quick way to check: if 4K Camera Fund isn’t listed under Donor Merchant > Campaigns, your gifts came in without a campaign.
To fix it:
- Go to Donor Merchant > Donations, select the gifts you imported from Charitable, and choose Delete from Bulk actions. Your donor records stay put.
- Run Donor Merchant > Import again with the same Charitable CSV. On the mapping screen, set “Campaign / form name” to the Campaign Title column, and check that the date is set to Date of Donation. Run the preview first (it writes nothing) and confirm the count matches your first import, then import for real.
- Go to Donor Merchant > Campaigns, edit 4K Camera Fund, and set the goal to $2,100. You can add a description and suggested amounts there too.
- Copy the campaign’s shortcode from the Campaigns list, for example [donor_merchant campaign=”1″], and put it on your campaign page in place of the Charitable form.
One tip before you re-import: Charitable’s export includes a “Made in Test Mode” column that the importer doesn’t read, so any test donations in the file would count toward the thermometer. It’s worth deleting those rows from the CSV first.
You could also just create the campaign by hand, but its thermometer would start at $0, because the total is calculated from the gifts linked to it.
As for the future: I’ll make the importer recognize Charitable’s “Campaign Title” and “Date of Donation” columns automatically in the next update, so the next person moving from Charitable doesn’t have to map them by hand.
Let me know how it goes.
Hi Tony, a quick follow-up now that version 2.5.5 is out. The importer now recognizes Charitable’s export columns automatically, including Campaign Title, Date of Donation and Made in Test Mode, so gifts attach to the right campaign with no manual mapping and test donations are skipped. It also handles donations that Charitable splits across several campaigns, and dates written day-first.
If you already re-imported using the steps above, there’s nothing more to do. If you haven’t yet, update to 2.5.5 first and the new import will do the mapping for you.
One important thing before you deactivate Charitable: go to Charitable > Settings > Advanced and double check that the “Reset Data” checkbox is unchecked. Its label says it deletes all data “when uninstalling”, but in the current version (1.8.12.3) it actually runs when the plugin is deactivated. With that box checked, deactivating Charitable permanently deletes every donation and campaign it holds. Keep your CSV exports somewhere safe either way.
Also, if you have any active monthly donors in Charitable, keep Charitable active until they’ve moved to your new form or their gifts have ended. Their payments keep charging at Stripe or PayPal either way, and Charitable is what records them.
