Bulk Employer Appends

This article explains how you can upload employer append data to your Double the Donation account. This feature is currently only available on the Double the Donation Matching Enterprise Plan.

Importing an employer append file

Navigate to "Employer Append" --> "New Import" to find the import wizard for employer append records.

Step #1: Download the sample file by selecting "View sample CSV employer append file." Ensure your employer's append file matches the columns in the sample report. Then, select "Choose File" and upload your employer append file.

Once your file has been uploaded, select the time zone the matching module should apply to your timestamps.

Step #2: Preview your records to ensure your columns have been mapped properly. Only the first 10 in your file will appear here.

Step #3: Map the companies in your file to the companies in the Double the Donation database. Select "Import Data" when you're done.

Viewing records from uploaded employer append files

You can also delete employer append files from this tab. We recommend only importing employer append files that you have high confidence are accurate. After the import is complete, only limited undo capabilities are available.

Selecting "Undo" beside an employer append file means:

After an employer append file has been successfully updated, the matching module stores the combination of the donor email address and company name for future reference. When a new donation record enters the matching module in the Unknown Eligibility status, the matching module attempts to match the donor email address against the employer append files that have been imported. If there is a match, the following occurs:

1. The company field is updated with the company name from the Employer Append file

2. The donation status is updated to Match Eligible

3. The donor is put on the Match Eligible email stream

Exclusions and other notes:

1. The matching module only evaluates donations with a timestamp within 12 months of the Date of Employer Append, nothing after that.
2. The matching module only evaluates donations with an Unknown Employer status. The matching module won't override any Ineligible statuses or any existing company information.
3. Donation records that don't meet company program eligibility requirements will not be updated to the "Match Eligible" status, but the company name will be added to the record.
4. When two different companies have been associated with the email address in two different email appends, the matching module will use the company that was assigned to the email address in the most recent Employer Append at the time of donation. 
5. When an employer append file is successfully uploaded, only new donation records that enter the matching module after the file has been uploaded will be affected. No existing donation records in the matching module will be affected by a new employer append upload.

If your account has activated the Advanced Setting for historical records, this setting will be prioritized over the employer append record even if the timestamp of the employer append record is more recent. For example: