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When importing contributions, on the 2nd page where CSV columns are linked to database fields, there is no field "send a confirmation". Is there a way to add this field (and generate a confirmation after import)? Or do we have the use another method?

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Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options:

Bulk confirmation

  • When importing, have an easy way to search for the contributions that were just imported. Perhaps that's already possible because of your data. If not, add a custom field "Needs confirmation" to your data, and populate that.
  • Using Find Contributions, find the contributions you just imported.
  • From the Actions menu, select Receipts - print or email and send confirmations as per the manual receipts documentation. enter image description here

You could also use CiviRules, but as I started to document the process I realized how complicated that would be - I definitely think the bulk confirmation above is the way to go.

  • thx @Jon G, this method with two steps work! – MarkDQ Feb 15 at 1:39

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