Bring catalog or company fundraising deposits into Da Capo Inventory from a spreadsheet so student accounts stay current.
Where to go #
Financials, Trips & Fees → Upload Fundraising Data
Before you upload #
- Download the official template from the upload page.
- Keep the header row exactly as provided (including STUDENT LAST NAME on the expected row).
- Put student data starting on the correct data row (typically row 3).
- Save as .xls, .xlsx, or .csv.
Upload steps #
- Choose your file and upload.
- Review the Matched Student column — every row should match the right student.
- Fix unmatched rows before continuing.
- Continue to Step 2 to finish posting deposits.
If you leave mid-upload, return to Upload Fundraising Data and continue the unfinished import when offered.
After deposits post, use your fundraising account tools to view balances and the full ledger.